Subject: ISO and Non-ISO for Job Hunters
Date: Sat, 23 Sep 2000
From: Stephen
Mr. Gray,
Could you recommend a good reference for job hunters on options and their
importance? What are the tax issues? What are the differences between ISO
and Non-ISO? I am looking for a new job in the photonics field and stock
options are a standard part of the package. But, I don't think I
understand enough about them to accurately evaluate job offers.
Thank you,
Stephen
Answer
Date: 11 Oct 2000
Hello Stephen,
Sorry, but I don’t have a reference specifically for the job hunter.
There are a couple of books on Employee Stock Options on the market, including one I co-authored, but they don’t focus on this issue.
To become more familiar with the rules, you might read those books. We have free reports on incentive stock options and non-qualified stock options available on our web site and a wealth of FAQs: Tax FAQ, ISO FAQ, and NQSO FAQ.
Good luck!
Mike Gray
IRS Circular 230 Disclosure: As required by U.S. Treasury Regulations, you are hereby advised
that any written tax advice contained in this answer was
not written or intended to be used (and cannot be used) by any
taxpayer for the purpose of avoiding penalties that may be
imposed under the U.S. Internal Revenue Code.