When Is the Best Time to Exercise Those Stock Options?

Business,Times,Concept,People,Walking,Overlay,With,Time,Clock

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.

Posted in ,
Millionaire Taxes- The Debate is On

Millionaire Taxes- The Debate is On

Millionaire Taxes- The Debate is On.  How many people are millionaires in the United States? According to recent statistics the number of people in the country with a net income of $1 million or more reached 9.63 million in 2013. That might sound like a lot, but compared to the total U.S. population that number…

The Time To Start Saving On Your Taxes Is Now

The Time To Start Saving On Your Taxes Is Now

It’s tax time. What? April is still months away, isn’t it? While it’s true that that we still haven’t watched the big crystal ball drop in Times Square or even put up the Christmas tree, it is still time to think about your taxes. That’s because anyone who really wants to be prepared for taxes,…

irs

IRS Announces New Efforts to Help Offshore Taxpayers Be in Compliance

IRS Announces New Efforts to Help Offshore Taxpayers Be in Compliance For years the IRS has been trying to track down U.S. citizens’ offshore assets in order to ensure that taxpayers are paying every penny they owe. However, these efforts have often affected many people who had no intention of ever skipping out on their…

Tips for Filing Your Tax Return

Tips for Filing Your Tax Return

Tax season is here and the deadline for filing your tax returns is nearing. If you are not sure where to start, these five tips may help as you prepare to send your tax returns to the IRS and state authorities. 1.Get Organized You should review all financial activities throughout the year and collect any…