When Is the Best Time to Exercise Those Stock Options?
We hear about stock options all the time in the news. It seems like anytime a big company is involved in some sort of financial transaction the term “stock options” is thrown around at some point. First off, stock options are an option given to a person, usually an employee, to purchase stock in a company at a fixed or discounted rate.
So perhaps you have been given some stock options and now you’re starting to wonder when you should exercise those options. Before you choose to move forward there are several things to consider.
- Your company’s plan
- Your company’s growth
- Your current financial needs
- Keeping your portfolio balanced
- Current market conditions
- The tax implications
Each of these factors is important and you should weigh each of them when you are considering exercising your stock options. If you would like to learn more about each of these important factors in regards to stock options and when might be the best time for you to exercise them, then click here.
You can also contact us at 1-877-CPA-2006 or click here to contact us online. We can help walk you through all the different aspects of stock options and give you a better idea of when the best time to make the investment might be for your particular situation.
Did I Accomplish All I Wanted?
Did I Accomplish All I Wanted? When you think about life, what do we have that comes of lasting value? Eventually, we go to the grave and the things that we acquire don’t go with us, but the memories that we leave behind and relationships with others will be long lasting. I recently had an interesting experience…
Important Tax Filing Deadlines You Don’t Want to Miss
Before you send in your tax return there are a lot of things you have to remember, which is why having a tax checklist is good idea. Of course, the right accountant will help you with that as well. However, before you ever get to that final point in the tax-filing process, you need to…
Which Tax Policy Issues Will Be Big in 2017?
Taxes, taxes, taxes. One could argue that 2017 will bring more changes to our country’s tax system and policies than we’ve ever seen before. The hope is that all that change will bring about better rewards, including a simplified tax return process and tax cuts for most, if not everyone. So as the New…
There’s Still Time to Cut Your 2016 Tax Bill
So with tax season officially kicking off next week, as the IRS will begin receiving returns on January 23rd, it would seem that the time to save money on your 2016 taxes is now gone. However, there is still a nice tax break available for this year all the way up till April 18th (the…