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Flow Financial Planning, LLC
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
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  • Blog
  • Contact
  • Schedule a 15-min intro call
  • Home
  • About
    • About
    • Flow in the Media
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  • Schedule a 15-min intro call
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Tag: NSOs

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Should You Exercise Your Options at Your Private Company? 4 Approaches to Consider

Block Woman balancing on a slender tightrope in the top third of the image.

This is for all you private-company employees out there who still have your job. And have exercisable stock options hanging over your head, causing persistent low-key anxiety about:

Should I be doing something with these?

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AMT early exercise exercising options ISOs NSOs private company stock privately held company stock options tax planning

Have NSOs in a public company? How “leverage” helps you decide when to exercise them.

If there’s one topic that our clients have no idea how to figure out, it’s the question of when to exercise their stock options. (Also, “What do you mean, the tax code works like that?”)

Continue reading
leverage non-qualified stock options NSO NSOs rule of thumb stock options
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