Stock Options 201: What to Know Before You Exercise or Sell
If you’ve been granted stock options, whether Non-Qualified Stock Options (NSOs) or Incentive Stock Options (ISOs), you already know they can be a powerful part of your compensation. But knowing what to do with them? That’s where things get complicated.
When should I exercise? Should I hold or sell? What will the tax impact be?
These are questions I hear all the time from professionals who are trying to make the most of their equity comp while avoiding surprises at tax time.
That’s exactly why I’m hosting a free webinar on Tuesday, July 15 at 2:00pm ET / 11:00am PT, to walk you through the most important things to know about your stock options so you can make smarter, more confident decisions.
Here’s what we’ll cover:
✅ The difference between NSOs and ISOs
✅ What triggers taxes and how to plan for them
✅ When it makes sense to exercise options
✅ Sell, hold, or donate? How to think about your next move
✅ Strategies to reduce taxes and avoid surprises
This isn’t a basic overview, we’re digging into the real questions that professionals with equity compensation face every day.
Whether you’re preparing for an IPO, already sitting on a large amount of vested options, or just want to get proactive about tax planning, this session is for you.
Registration is free, and if you can’t make it live, I’ll send you the replay so you can watch it when it works for you.
Hope to see you there!