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eBook Consider Your Options: Get the Most from Your Equity Compensation, 2004 Edition ePub

eBook Consider Your Options: Get the Most from Your Equity Compensation, 2004 Edition ePub

by Kaye A. Thomas

  • ISBN: 0967498139
  • Category: Taxation
  • Subcategory: Perfomance and Work
  • Author: Kaye A. Thomas
  • Language: English
  • Publisher: Fairmark Press Inc.; Updated edition (December 2003)
  • Pages: 316
  • ePub book: 1868 kb
  • Fb2 book: 1645 kb
  • Other: lrf rtf docx lit
  • Rating: 4.1
  • Votes: 321

Description

Consider Your Options book.

Consider Your Options book. Consider Your Options is the leading book on how to handle all the popular forms of equity compensation: stock grants, nonqualified stock options, incentive stock options and employee stock purchase plans.

A tax lawyer for over 20 years, he graduated cum laude from Harvard Law School in 1980. The subtitle says it all: get the most from your equity compensation. Kaye Thomas is extremely clear. Jul 16, 2016 Xavier Shay rated it liked it. Sensible explanation how options and tax. Would recommend to anyone new to this form of compensation. Didn't teach me anything that changed my behaviour though.

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Consider your options: Get the Most from Your Equity Compensation: Kaye A. Thomas .

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Find many great new & used options and get the best deals for Consider Your Options Get The Most From . Book is in Like New, near Mint Condition

Book is in Like New, near Mint Condition. Will include dust jacket if it originally came with one. Text will be unmarked and pages crisp. CONSIDER YOUR OPTIONS: GET MOST FROM YOUR EQUITY COMPENSATION By Kaye A. Thomas Mint Condition.

2003 - Kaye A. Thomas, Consider Your Options: Get the Most from Your Equity Compensation . 1980 - Celeste MacLeod, Horatio Alger, Farewell: The End of the American Dream, Seaview Books (1980), →ISBN, page 144: A new word, "optionaires," makes this distinction. Thomas, Consider Your Options: Get the Most from Your Equity Compensation, Fairmark Press (2003), →ISBN, page 9: "Optionaires" were among those who suffered most. Many saw the value of their stock options plummet. Optionaires are defined as people who grew up in the affluent society - that is, the upper third of the nation - and have options in life and privileges in society as a result of their upbringing.

It continues to be the best selling book on this topic because no other book can make these claims: Written in a direct, informal style that makes it easy for a novice to read, yet authoritative enough to be used by a tax professional or investment advisor.

Consider Your Options provides plain language guidance for 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 more advanced material for those seeking to render professional advice -- or evaluate the advice they've received.

The 2004 edition covers the latest tax changes and explains how they may affect your strategy in handling stock and options you receive from your company.

Comments

Faehn Faehn
An excellent resource for anyone seeking to understand and be involved in planning strategies to maximize the after-tax value of your stock compensation. Covers restricted stock grants, options (ISOs & NQSOs), employee stock purchase programs (ESPP). Various areas of tax planning are covered in detail: strategies to minimize AMT, effects of early exercise thru 83b election, gifting or donating options/stock, etc.
The author describes topics in a matter that is both thorough and easy to read. The book is organized into sections devoted to specific topics making it easy to skip or skim sections that may not pertain to your particular situation (e.g. there are separate sections on NQSOs and ISOs). Additionally, the author makes good use of examples throughout the book to illustrate complex rules. This latest edition (Apr 2002) includes updated information regarding changes to tax laws as well as explanations of pitfalls that many optionees have encountered recently (e.g. ISO "wash" sales).
This book is a must have to anyone who receives a portion of their compensation in the form of equity, whether it be stock grants, options, ESPP, or any combination of these. The book is both an informative read as well as a handy resource to keep on your bookshelf. After reading this book, most people will have all or nearly all the tools & info they need to develop their own strategies for managing their stock should they so desire. For those seeking professional advice, this book serves as a great overview so that you can understand the process and ask all the right questions. I only wish I had found this book sooner :)
Runehammer Runehammer
This book is extremely informative and explains everything you need to know about incentive stock options. There are a lot of aspects to stock options as a form of compensation that are very complicated and not easily understood by the lay erson. One of these aspects is alternative minimum tax. This is the first book I have found that explains the ins and outs of this devious little tax problem. The book is overall well written and extremely well organized so you can jump right to a specific subject, cross-read and go on to other aspects that are referenced. The book also talks about strategic use of options, long-term investing etc., things one should hear as a second opinion from somebody other than the stockbroker who is in charge of your account. If you have started in a company that offers stock options as part of your compensation, get this book, learn and benefit.
Yozshugore Yozshugore
No matter how well you think you understand the world of stock options, there's a good chance you will find some nugget of information in here that could save you A LOT of money.
In my case, I work for a small company. I actually had the company amend their stock option agreement based on information I found in this book. Based on the projected IPO price, this amendment will likely save me over $100,000 in the future.
A prior reviewer complained about the book and recommended a "tax professional". First, I have read this and Pastore's book, and this is hands down a better treatment of the subject. Second, if you are outside of Silicon Valley, then I wish you the best of luck in finding a CPA that knows anything beyond the basics as far as ISOs and 83(b) elections are concerned.
Buy the book AND find a tax professional. A tax professional does not have such a vested interest in your financial future, and you don't have his vast knowledge of the tax codes. I found that working together with my CPA and this book, we were able to do some excellent tax planning.
Usishele Usishele
This is the perfect book for anyone who has any stock options or who can participate in their company's Employee Stock Purchase Plan (ESPP). It starts very simply, and in a series of short, but complete chapters, covers the spectrum of stock ownership, vesting, ISOs vs. NQOs, the effect of AMT, and much more.
Did you know that stock purchased in an ESPP is treated by the IRS in almost the same way that an ISO is? That there is usually no long-term advantage to buying and holding Non-qualified options? That you only have 30 days to file your 83b exclusion? (If you don't know what an 83b exclusion is, you need this book).
The book does its best to explain Alternative Minimum Tax (AMT), and althought this chapter fried my brain, its because of the complexities of the AMT (simplify it IRS!), not because of the book.
Kitaxe Kitaxe
I am not a financial person at all and had first gotten another book out of the library that was supposedly for lay people and it was confusing and frustrating. Then, I read the reviews for this book and decided to get it. Mr. Thomas does a superb job of explaining things in a clear, simple and logical way- with one concept building on the next- that is perfect for a lay person. This is not an easy task for such complicated concepts and this author got it right. It was worth every penny and I highly recommend it! I bought another book at the same time and tried to read it but this one was way better. It gave me what I needed to figure out a strategy of how to exercise incentive stock options that were accumulating over several years. It helped me understand the implications of AMT and that a step-wise strategy of buying and selling was the most optimal from a tax perspective.
TheJonnyTest TheJonnyTest
Mr. Thomas knows how to lay your options out in plain, simple English. He has an effective and informative style that makes sense of gobbledeygook. After thousands of dollars in legal and accounting fees these were the first straight answers I have been given to the questions and scenarios I am struggling with. Well worth the price of the book. Options are nothing to screw around with. The IRS seems to have targeted this form of comp for their most evil form of torturous logic. Make an informed decision, read this book.
I'm a Russian Occupant I'm a Russian Occupant
Item exactly as described and received extremely fast
We send this book to our corporate clients as it hits on many vital components to equity compensation. It is very well written and in plain english. If you are in the world of equity comp, or are recieving equity based awards this book is essential to capturing the most ot of your pay.