Incentive Stock Options & Non-Qualified Stock Options

Webinar Description

Stock options are common ways of providing equity incentive to employees. Proper planning saves significant amounts of taxes.

Learning Objectives

• What is the difference between incentive and non-qualified stock options
• Optimal times to exercise and sell from a tax perspective
• How marginal tax rates impact various stages of the options

About the Presenter

Zachary Sahar is a Certified Public Accountant with the CPA Firm of Capital Tax. Tax planning is at the heart of their practice and a significant number of their clients are tech industry employees. Zachary has been a CPA for more than 20 years and started his career with one of the big 4 CPA firms.