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.
The Future of Sustainable Philanthropy
At the Legacy Builders 2025 Conference, three leading voices in philanthropy-Mark Lutz, Pamela Hawley, and Zoe Ryan-came together to share their insights on how to create lasting, community-driven impact in global development. While their experiences and approaches varied, a common theme emerged: true sustainability in philanthropy begins with listening to, investing in, and empowering local leadership. Mark Lutz: Building…
From the Wrestling Mat to Data Innovation: How Dr. Naveen Singh is Reshaping Tech
In the world of high-stakes tech entrepreneurship, background stories don’t get much more unique than that of Dr. Naveen Singh. A former Olympic-style wrestler turned telecom executive, turned Distributed Ledger Technology pioneer, Dr. Singh has woven seemingly disparate fields—sports, healthcare, and cutting-edge tech—into a singular mission. Now at the helm of Inery, a decentralized database management system…
5 Dynamic Philanthropy & Impact Investing Insights
The Power of Impact Investing: Bridging Philanthropy and Profit This article is based on an interview of Geoff “Chester” Wooley, Co-founder, Patamar Capital and current Board member of SKS Microfinance, India’s largest microfinance bank by Alan Olsen on his American Dreams show on behalf of Legacy Builder’s invitation only philanthropy events. Impact investing is more…
3 Powerful Leadership and Mentorship Pillars
This article about powerful global leadership and mentorship pillars is based on an interview of Lew Cramer by Alan Olsen, CPA on his American Dreams show on behalf of Legacy Builder’s invitation only philanthropy events. In an era where global connections and visionary leadership drive progress, few individuals embody these principles as effectively as Mr.…