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 ,
CEO leadership; §1031 EXCHANGES COMBINED WITH SELLER CARRYBACK NOTES

The Four Primary Functions of CEO Leadership

The Four Primary Functions of CEO Leadership By Rick Johnson The majority of effective functions of a CEO/President leaders seem to be natural visionaries. Although, I admit, that there are successful leaders that can’t see past lunch. However, those leaders without the vision that are successful are successful because they have the unique ability to…

10 No-Cost Ways to Recognize Employees

10 No-Cost Ways to Recognize Employees

10 No-Cost Ways to Recognize Employees By Marjorie Treu 1/21/2009 Turn on any nightly newscast and you will hear the doom-and-gloom predictions of an economic recession just around the corner. Reactions inside organizations run the gamut from “Things are great. Go Team Go!” to “Stop all spending now!” based on manager leadership styles and their…

SEVEN QUALITIES OF A GOOD LEADER

Seven Qualities of a Good Leader

Seven Qualities of a Good Leader By Barbara White How often have you heard the comment, “He or she is a born leader?” There are certain characteristics found in some people that seem to naturally put them in a position where they’re looked up to as a leader. Whether in fact a person is born…

How Leaders Can Take Charge of Change

How Leaders Can Take Charge of Change

By Jennifer J. Salopek It’s easy to just say people “resist change.” The reality is that you can create an environment where a change initiative won’t encounter harsh skepticism. TechnologyOur firm may be introducing Web-based training, a knowledge-management system. Whatever the flavor of the month, new technology can create real resistance in your workforce —…