Incentive Stock Options (ISOs) – DougFreemanCPA.com

A job loss is bad but the tax implications could make it worse

Federal Taxes, Health Care Insurance, Incentive Stock Options (ISOs), Ordinary Income Tax, Unemployment, Unemployment Tax / Douglas Freeman

Unemployment has been holding steady recently at 3.7%. But there are still some people losing their jobs — particularly in certain industries including technology and media. If you’re laid off or terminated from employment, taxes are likely the last thing on your mind. However, there are tax implications due to your altered employment circumstances. Depending […]

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Lost your job? Here are the tax aspects of an employee termination

(COBRA) Consolidated Omnibus Budge Reconciliation Act, 401K, Employee Termination, Employees, Federal Income Tax, Health Care Insurance, Incentive Stock Options (ISOs), IRA, Retirement, Unemployment / Douglas Freeman

Despite the robust job market, there are still some people losing their jobs. If you’re laid off or terminated from employment, taxes are probably the last thing on your mind. However, there are tax implications due to your changed personal and professional circumstances. Depending on your situation, the tax aspects can be complex and require

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Careful tax planning required for incentive stock options

Incentive Stock Options (ISOs), Stocks, Uncategorized / Douglas Freeman

Incentive stock options (ISOs) allow you to buy your employer’s stock in the future at a fixed price equal to or greater than the stock’s fair market value on the ISO grant date. If the stock appreciates, you can buy shares at a price below what they’re then trading for. But complex tax rules apply.

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