Taxation of Employee Stock Options
By Michael Gray, CPA
“I’m not sure if I like the rules, but I’ve learned if you don’t play by the rules, you can really get screwed.”
–Mike Keenly, Option Holder
- Have incentive stock options? Read our report, Incentive Stock Options – Executive Tax and Financial Planning Strategies.
- Hve non-qualified stock options? Read our report, Non-Qualified Stock Options – Executive Tax and Financial Planning Strategies.
- Find out about our book, Secrets of Tax Planning for Employee Stock Options, 2014 Edition.
- The future of employee stock options after Statement of Financial Accounting Standards No. 123
- The Amazing Disappearing AMT Credit
- Stock Market Decline with Employee Stock Options
- Refundable Alternative Minimum Tax Credit Available for 2008
Answers to Frequently Asked Taxation Questions about the Taxation of Employee Stock Options
- Incentive Stock Options (ISO)
- Non-Qualified Stock Options (NQSO)
- Other Employee Stock Options (ESO)
- Other Tax Issues
For answers to future readers’ questions and to learn about new tax developments relating to employee stock options, subscribe to our newsletter, Michael Gray, CPA’s Option Alert!
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IRS Circular 230 Disclosure: As required by U.S. Treasury Regulations, you are hereby advised that any written tax advice contained in this website 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.