基本信息出版社：Fairmark Press
页码：248 页
出版日期：2000年01月
ISBN：0967498163
International Standard Book Number：0967498163
条形码：9780967498164
EAN：9780967498164
装帧：平装
正文语种：英语
内容简介 Consider Your Options is the first book to offer plain language guidance on all the popular forms of equity compensation: stock grants, nonqualified options, incentive stock options and employee stock purchase plans. It tells how to avoid mistakes that can result in paying too much tax or otherwise failing to get the maximum investment return from these benefits. The book assumes no knowledge, explaining all the basic terminology and concepts from the ground up. Yet it also includes intermediate and advanced planning techniques, and information about cutting edge developments like reload options and the "early exercise" option plans that are popular with companies preparing to go public. You'll find a complete description of the section 83b election and tips for when it provides the greatest benefit.
In addition to complete coverage of the main topics, Consider Your Options includes guidance in related areas, such as stock valuation, estimated tax payments, and the dreaded alternative minimum tax (AMT). It's loaded with examples and tips, and tells where you can go for additional information. Read this book to get the most from your equity compensation.
作者简介 Kaye Thomas is the Internet's best known tax explainer. He is author of the Fairmark Press Tax Guide for Investors, a web site recently selected by Money Magazine as one of the top 50 financial web sites, and also provides tax articles to several of the most popular sites on that list. A tax lawyer for nearly 20 years with vast experience counseling companies and individuals on equity compensation, he graduated cum laude from Harvard Law School in 1980.
媒体推荐 A very good overview of the tax and financial planning implications of stock options, written in a way that's useful to experts and understandable to those who are not. -- Corey Rosen, Executive Director, National Center for Employee Ownership
An excellent, thorough, and easy-to-read resource for anyone who has received stock compensation. -- Laura Fay, Vice President, E*TRADE Business Solutions Group
编辑推荐 Just about everyone has heard a story about a corporate secretary or twentysomething Microsoft employee who retired early--as a millionaire--not because of winning the lottery, but because she exercised the stock options granted by her company. The fact is, many, many working Americans have access to stock and option plans in the workplace, and although it is a bit of a stretch to assume that such plans are a guaranteed ticket to riches, equity compensation can be an intelligent means for building wealth. The trick, according to Kaye A. Thomas, is understanding and handling it properly, and this is where Consider Your Options comes in.
Thomas, a veteran tax lawyer, has written a straightforward, no-nonsense, plain-language guide to getting the maximum value from your equity compensation. He begins with the basics--what stock is and how to buy and sell it, stock grants and purchases, options in general--and proceeds with clear examinations of nonqualified and incentive stock options. From there, he leads the reader through the ins and outs of exercising stock options, vesting, and employee stock-purchase plans, with an emphasis on tax implications and financial planning (an entire section of the book, for example, deals with the Alternative Minimum Tax).
"There are certain things about stock, options, and taxes that are almost never explained because every idiot knows them," Thomas writes. "Unfortunately, there are many normal, intelligent, educated adults who don't know these things--because hardly anyone ever bothers to explain them." Now that Thomas has bothered, novices and experts alike can avoid the common mistakes and poor planning that jeopardize the highest return from these benefits. --Svenja Soldovieri