Do you need information about tax and investment planning for non-qualified employee stock options?
This is a highly complex area of the tax law. In many cases, your decisions can result in a significant, unexpected financial hardship. The rules are quite different from incentive stock options, but they have one thing in common:
You could owe a tax when you have received no cash income to pay it!
For a complimentary copy of our special report, Non-Qualified Stock Options - Executive Tax and Financial Planning Strategies, please follow the link and fill out our form with your name, address and telephone number.
"Mike,
A client of mine with substantial NQSOs called me last night and left a message about stock options under the 'new law'. Not being something I work with on a regular basis, but know enough to be dangerous, I did a quick Yahoo search and found your website. I have subsequently print the NQSO Executive and Financial Planning Strategies. Great stuff!!
I want to thank you for making this available to other advisors. This is extremely valuable information. Not that I minded getting it for free, but this information is too valuable to get for free! I know I would have been happy to pay a fee. Also, for future reference, you might consider charging a modest annual fee for your newsletter. I have subscribed to the newsletter and I look forward to keeping more current in this field.
Thanks again for your efforts! Keep up the fine work.
--Tom Lane, Jr., ChFC, CFP
Lane Bridgers Associates, LLC
Moorestown, NJ
Want answers to your specific questions? Visit Michael Gray, CPA's Non-Qualified Stock Option Frequently Asked Questions List. More questions are answered every month in our free newsletter, Michael Gray, CPA's Option Alert. Subscribe below!
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