Understanding Employee Stock Options, Rule 144 & Concentrated Stock Position Strategies

Understanding Employee Stock Options, Rule 144 & Concentrated Stock Position Strategies
Author: Travis L. Knapp
Publisher: iUniverse
Total Pages: 178
Release: 2001-02-20
Genre: Business & Economics
ISBN: 0595169252

Knowledge is NOT an Option How much of your net worth is concentrated in one stock? Are you concerned about the volatility of the market? Would you like to be more diversified? Do you understand how a variable prepaid forward contract, a protective put contract, or a zero-premium collar can help to protect your concentrated position? Do you need more liquidity? Are you an insider or affiliate that would like to reduce your risks without actually selling your stock? Are you interested in reducing your taxes by nearly half? Do you know the key differences between non-qualified stock options and incentive stock options that will affect how much tax you pay? Will Alternatives Minimum Tax affect you upon exercise of your incentive option? Are you familiar with the benefits and risks of making a Section 83(b) election? Do you know what transactions are considered a disqualifying disposition or a constructive sale? Can knowing the answers to these questions make you more confident and financially secure?

Getting Started In Employee Stock Options

Getting Started In Employee Stock Options
Author: John Olagues
Publisher: John Wiley & Sons
Total Pages: 226
Release: 2010-01-14
Genre: Business & Economics
ISBN: 0470570792

An A to Z guide for understanding employee stock options (ESOs). In Getting Started In Employee Stock Optionsauthors John Olagues and John Summa provide a full understanding of ESOs and demonstrate how to make the most of them. Page by page this author team, a highly experienced options market maker and a professional trader, share essential information that you're probably not hearing anywhere else. This book contains the keys to managing and hedging ESO opportunities in addition to important tax and valuation guidance appropriate for the highest executives to the non-officer managers and the newly arrived employee. Examines essential ESO issues, including tax consequences, risks, and industry pitfalls Written by an experienced pair of stock option experts Enables employees and executives to make more informed decisions regarding their stock options grants Written in a straightforward and accessible style, Getting Started In Employee Stock Options will help protect the value of your options, help you avoid costly mistakes, and allow you to take advantage of certain friendly tax rules. Some of the world's foremost authorities on options have endorsed Getting Started inEmployee Stock Options.

Selling Your Business

Selling Your Business
Author: Louis P. Crosier
Publisher: John Wiley & Sons
Total Pages: 362
Release: 2004-06-02
Genre: Business & Economics
ISBN: 9780471486237

Twenty-three top advisors from leading firms show entrepreneurs how to transition their business The Entrepreneur's Transition provides an all-in-one handbook for entrepreneurs and corporate insiders seeking advice on their personal financial planning prior to selling or taking a business public. It provides a concise, easy-to-read blueprint that can help business leaders navigate before and after a transaction-so they are well positioned and can avoid costly mistakes. The Entrepreneur's Transition is organized chronologically beginning with the issues a business owner should be concerned with prior to a transaction. It then moves, step by step, through the transaction process and into post transaction diversification, reinvestment, and philanthropy. Louis Crosier (Boston, MA) is a principal at Windward Investment Management and serves as a member of Windward's Investment Committee. His responsibilities include managing client portfolios and overseeing the firm's investment consulting practice.

AN EMPLOYEE'S GT STOCK OPTIONS

AN EMPLOYEE'S GT STOCK OPTIONS
Author: Beth V Walker
Publisher: McGraw Hill Professional
Total Pages: 276
Release: 2003-03-21
Genre: Business & Economics
ISBN: 9780071416863

Guidelines for fully understanding and getting full benefit from an employee stock option plan Nearly 10 million U.S. employees are fortunate enough to receive company stock options. Unfortunately, far too many have little or no idea exactly what it is they have. An Employee's Guide to Stock Options provides the first comprehensive--and comprehensible--guide to employee stock options, covering what they are, what they are worth, how to maximize their value, and more. Compensation specialist Beth Walker outlines an easy-to-follow program that any employee, at any level, can use to get full value from a company's stock option program. Complete in both its guidelines and its real-life examples, this handy book outlines the fundamental actions that must be taken when stock options are part of a financial plan, as it explains: - Different types of options - How to avoid common and costly mistakes - The impact of the Alternative Minimum tax

ALM Experts

ALM Experts
Author:
Publisher:
Total Pages: 252
Release: 2007
Genre: Evidence, Expert
ISBN:

Options Markets

Options Markets
Author: John C. Cox
Publisher: Prentice Hall
Total Pages: 518
Release: 1985
Genre: Business & Economics
ISBN:

Includes the first published detailed description of option exchange operations, the first published treatment using only elementary mathematics and the first step-by-step procedure for implementing the Black-Scholes formula in actual trading.