Stock Options: Estate, Tax, and Financial Planning
- ISBN-10
- 0808091506
- ISBN-13
- 9780808091509
- Series
- Stock Options
- Category
- Business & Economics
- Pages
- 900
- Language
- English
- Published
- 2007-11
- Publisher
- CCH
- Author
- Carol A. Cantrell
Description
The unique features of stock options have spawned numerous questions over how and when they are taxed, valued, and recorded for financial statement purposes. Disputes also arise over what government entity has jurisdiction to tax them, who has a legitimate claim to them in death, divorce, and bankruptcy, and whether they can be transferred at all. Until now and the publication of "Stock Options: Estate, Tax, and Financial Planning," the market has not had such comprehensive cradle-to-grave coverage of the tax, estate, and financial issues that can confront a person with stock options. The author was inspired to write the book after her client for whom she had just prepared a 20-year cash flow projection, died suddenly of cancer at the age of 57. He left behind his wife who was a schoolteacher, his two college-bound children -- and four million dollars of unexercised stock options. None of his advisors knew what to do. This able group included his money manager, his lawyer, trust officer, and the human resources administrator at his job. Instead, they all looked to the author, his CPA. There were so many questions and so few answers. Stock Options: Estate, Tax, and Financial Planning provides the answers. In addition, it raises many more questions for which there are no clear answers. It is a comprehensive guide for estate, tax, and financial planners who advise clients about employee stock options, human resources personnel who are presumed to know all about these important benefits, and for insiders who must know these things. Finally, it is also for the inquisitive-minded individual who wants to maximize the value of his or her stock options in a number of different life circumstances.
Get the book
Other editions
-
- 2011-07
- 260 pages
- Paperback
- www.bnpublishing.com
-
- 2006-12
- 900 pages
- Paperback
- CCH Incorporated
Similar books
-
Stock Options For Dummies
By Alan R. SimonFrom clear explanations of how your stock options might make you money - or not - this unintimidating guide will help you navigate your company's stock option plan with ease.
-
Getting Started In Employee Stock Options
By John F. Summa, John OlaguesIf you want to understand the alternatives for your options, this is a must-read." Chris Murphy, ESO Expert, Credit Suisse "I can't believe this book has not been written before.
-
Founder’s Pocket Guide: Stock Options and Equity Compensation
By Lisa A. Bucki, Stephen R. PolandThis highly visual guide offers startup founders and employees a “nuts and bolts” view of how stock options and other forms of equity compensation work in early-stage startups.
-
An Employee's Guide to Stock Options
By Beth V. WalkerComplete 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 ...
-
Pay Me in Stock Options: Manage the Options You Have, Win the Options You Want
By Carol E. Curtis... 172 Borrowing, versus exercising, 159, 197 Britain, treatment of options, 147 Brownson, Rehmus & Foxworth, Inc., 43, 84–88 Bryant, Adam, 5 Buck Consultants, 178 Bugen Stuart Korn & Cordaro, Inc., 104–109 Burn rate, 168 Bush, George, ...
-
Stock Options: An Authoritative Guide to Incentive and Nonqualified Stock Options
By Robert R. PastoreStock Options: An Authoritative Guide to Incentive and Nonqualified Stock Options
-
Understanding Employee Stock Options, Rule 144 & Concentrated Stock Position Strategies
By Travis L. Knapp, Nathan L. ReneauKnowledge is NOT an Option How much of your net worth is concentrated in one stock?
-
Stock Options & Grants: The Executive's Guide To Equity Compensation
By Peter R. WheelerStock Options + Grants: The Executive's Guide to Equity Compensation provides a comprehensive, easy reading treatment to the complex area of stock options and grants for the busy executive.
-
Valuing Employee Stock Options
By Johnathan Mun. Thecustomized binomial lattice model resulted in a considerably lowerexpense, considering the expensing guidelines included in the FAS123." –Don Rath, Vice President, Tax and Stock Administration,Veritas Software Corporation "This is ...
-
The Stock Option Income Generator: How To Make Steady Profits by Renting Your Stocks
By Harvey C. FriedentagWith this book, you'll quickly learn to Make consistent profits in the stock market and increase your gains Protect stock holdings from price declines, cutting your losses Profit from big market moves as well as sideways moves Receive a ...