ISOs 101: What You Need to Know About Incentive Stock Options

Incentive Stock Options (ISOs) can be one of the most powerful forms of equity compensation, but they also come with unique rules and tax implications that can catch people off guard.

That’s why I’m hosting a free live webinar: ISOs 101.

Details:
📅 Date: Tuesday, September 16th
🕑 Time: 2:00 PM ET / 11:00 AM PT
💻 Cost: Free to attend
🎥 Can’t join live? Register anyway and I’ll send you the recording.

During the session, we’ll cover:

  • The ISO lifecycle: grant, vest, exercise, and sale

  • How ISOs are taxed and where AMT comes in

  • Strategies to avoid common mistakes

If you’ve ever felt uncertain about when to exercise or sell ISOs, or how to prepare for the tax impact, this webinar will give you the clarity you need.

👉 Click here to register now

This session is designed for professionals with equity compensation who want to feel more confident making decisions about their ISOs. I hope you’ll join me!

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Equity Compensation and Human Biases: How to Avoid Costly Mistakes

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How Tax Loss Harvesting Can Help Offset Equity Comp Taxes