Ebook Consider Your Options Get the Most from Your Equity Compensation Kaye A Thomas 9781938797095 Books
Download As PDF : Consider Your Options Get the Most from Your Equity Compensation Kaye A Thomas 9781938797095 Books
Are you receiving stock or options from your company? This plain language book makes it easy to understand the rules, and reveals strategies for maximizing value and minimizing taxes. It covers restricted stock units (RSUs), nonqualified options, incentive stock options and employee stock purchase plans. This is the ninth edition of this popular title, updated for all the latest tax changes.
Ebook Consider Your Options Get the Most from Your Equity Compensation Kaye A Thomas 9781938797095 Books
"An excellent resource for anyone seeking to understand and be involved in planning strategies to maximize the after-tax value of your stock compensation. Covers restricted stock grants, options (ISOs & NQSOs), employee stock purchase programs (ESPP). Various areas of tax planning are covered in detail: strategies to minimize AMT, effects of early exercise thru 83b election, gifting or donating options/stock, etc.
The author describes topics in a matter that is both thorough and easy to read. The book is organized into sections devoted to specific topics making it easy to skip or skim sections that may not pertain to your particular situation (e.g. there are separate sections on NQSOs and ISOs). Additionally, the author makes good use of examples throughout the book to illustrate complex rules. This latest edition (Apr 2002) includes updated information regarding changes to tax laws as well as explanations of pitfalls that many optionees have encountered recently (e.g. ISO "wash" sales).
This book is a must have to anyone who receives a portion of their compensation in the form of equity, whether it be stock grants, options, ESPP, or any combination of these. The book is both an informative read as well as a handy resource to keep on your bookshelf. After reading this book, most people will have all or nearly all the tools & info they need to develop their own strategies for managing their stock should they so desire. For those seeking professional advice, this book serves as a great overview so that you can understand the process and ask all the right questions. I only wish I had found this book sooner :)"
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Tags : Consider Your Options Get the Most from Your Equity Compensation [Kaye A. Thomas] on . Are you receiving stock or options from your company? This plain language book makes it easy to understand the rules,Kaye A. Thomas,Consider Your Options Get the Most from Your Equity Compensation,Fairmark Press,1938797094,BUSINESS ECONOMICS / Personal Finance / Investing,Business Economics / Personal Finance / Taxation
Consider Your Options Get the Most from Your Equity Compensation Kaye A Thomas 9781938797095 Books Reviews :
Consider Your Options Get the Most from Your Equity Compensation Kaye A Thomas 9781938797095 Books Reviews
- I'm an employee of a tech startup looking at how to address a large stock option grant. I consider myself well-educated, but when it comes to tax law, I'm both ignorant and have a hard time digesting the IRS documents. Many other online sources have limited information here. I just read the ISO & AMT section of this book right now, and I finally feel like I understand what's going on. I've heard plenty of stories where tax preparers make expensive mistakes. Don't you want to understand what's at play here? As you see from the other reviews here, the tax preparers don't understand the IRS laws either. They go here. All startup employees with significant potential option packages should read this too. For ten bucks for the kindle version and an hour to read the essential sections slowly, you'll be glad you did. I also hardly ever leave reviews, but I'm doing this here because other people in my professional situation ought to be properly informed.
- Good book though mostly got it because it's a required reading for CEP. It flows well and feels less "dry" compared to other CEP materials. So, if you're someone interested in the career this is a good intro. However, if your'e someone looking to get clarification on stock comp get a professional. Issues that are W-2/taxes heavy this is not an answer; death, divorce, same sex marriage...are all things for a professional to help with. At the minimum, always consult with your company's stock plan administrator. Thanks.
- An excellent resource for anyone seeking to understand and be involved in planning strategies to maximize the after-tax value of your stock compensation. Covers restricted stock grants, options (ISOs NQSOs), employee stock purchase programs (ESPP). Various areas of tax planning are covered in detail strategies to minimize AMT, effects of early exercise thru 83b election, gifting or donating options/stock, etc.
The author describes topics in a matter that is both thorough and easy to read. The book is organized into sections devoted to specific topics making it easy to skip or skim sections that may not pertain to your particular situation (e.g. there are separate sections on NQSOs and ISOs). Additionally, the author makes good use of examples throughout the book to illustrate complex rules. This latest edition (Apr 2002) includes updated information regarding changes to tax laws as well as explanations of pitfalls that many optionees have encountered recently (e.g. ISO "wash" sales).
This book is a must have to anyone who receives a portion of their compensation in the form of equity, whether it be stock grants, options, ESPP, or any combination of these. The book is both an informative read as well as a handy resource to keep on your bookshelf. After reading this book, most people will have all or nearly all the tools info they need to develop their own strategies for managing their stock should they so desire. For those seeking professional advice, this book serves as a great overview so that you can understand the process and ask all the right questions. I only wish I had found this book sooner ) - This book is a VERY good read for anyone interested in stock Options, restricted stock, ESPP, RSU's, etc. Everything is explained in plain English without going so deep into the subject matter that you get hopelessly lost. However, there is something for everybody as so many items are explained so well that even if you are already familiar with the subject matter (as I already was) you will still pick up so much information that you did not know. This book is required reading for some college classes (as is the case for me), and rightly so. I would explain this book as a beginner to intermediate read in this subject matter, and one of the best books I have read on this subject (I've read about 15 or so books in learning about stock options and employee stock).
- I read the book in just about 4 hours. It was an easy read and provided me with a wealth of information related to selling of stock options and espp plan based stock. Primarily it explains very well the tax implications of decisions to sell. It also described other reasons to sell such as risk reduction. I highly recommend this book to any employee of a public company that participated in espp or iso or nso or rsu plans.
- This book is extremely informative and explains everything you need to know about incentive stock options. There are a lot of aspects to stock options as a form of compensation that are very complicated and not easily understood by the lay erson. One of these aspects is alternative minimum tax. This is the first book I have found that explains the ins and outs of this devious little tax problem. The book is overall well written and extremely well organized so you can jump right to a specific subject, cross-read and go on to other aspects that are referenced. The book also talks about strategic use of options, long-term investing etc., things one should hear as a second opinion from somebody other than the stockbroker who is in charge of your account. If you have started in a company that offers stock options as part of your compensation, get this book, learn and benefit.
- Well written and the author truly knows his stuff. He gave a better explanation of the Alternative Minimum Tax in just a few pages than another author gave in a whole book (which was badly written and full of errors). I recommend this book for any tax professional's library.
