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Subject:   ISOs and NQSOs
Date:   Sun, 24 Jul 2005
From:   Mike

Michael,

I exercised some ISOs and NQSOs (all vested) in January, 2005. What would be the differences in both if I sold them by December, 2005 versus February, 2006?

Thanks,
Mike

Answer

Date:   Mon, 08 Aug 2005

Hello Mike,

Short question, long answer. See our reports about executive tax planning for incentive stock options and non-qualified stock options.

To obtain more specific advice, schedule a consultation at 408- 918-3161.

Good luck!

Mike Gray

For more information about incentive stock options, request our free report, Incentive Stock Options - Executive Tax and Financial Planning Strategies.

For more information about non-qualified stock options, request our free report, Non-Qualified Stock Options - Executive Tax and Financial Planning Strategies.

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.