Equity Compensation Archives - Fee Only Financial Advisor San Francisco and Walnut Creek

January 29, 2021

Step by Step Guide to Planning for Early Stock Option Exercise

Planning for Early Stock Option Exercise can be overwhelming and challenging. Many employees of early-stage startups and private companies receive equity compensation in the form of stock options and RSUs. Planning for Early Stock Option Exercise If you are one of these people, you probably want to understand how owning stock options will impact your …

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October 28, 2020January 19, 2021

Guide to understanding your job offer with stock options

Guide to understanding your job offer with stock options. Congratulations! You just landed your dream job. However, you might have one big puzzle to solve. Your compensation package includes a combination of a base salary and stock options. The news is exciting but also a bit confusing. What does owning stock options mean for your …

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May 21, 2019May 22, 2020

Essential Guide to Your Employee Stock Purchase Plan (ESPP)

What is Employee Stock Purchase Plan (ESPP)? Employee Stock Purchase Plan (ESPP) is a popular tool for companies to allow their employees to participate in the company’s growth and success by becoming shareholders. ESPP gives you the option to buy shares of your employer at a discount price. Most companies set a discount between 10% …

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March 27, 2019May 22, 2020

All you need to know about Restricted Stock Units (RSU)

What is RSU? All you need to know about Restricted Stock Units (RSU)….Employers, especially many startups, use a variety of compensation options to attract and keep top-performing employees. A common alternative is equity compensation, which allows employees to share in the ownership and the profits of the company. Equity compensation takes different forms such as …

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December 13, 2016October 23, 2020

Incentive Stock Options

What is an Incentive Stock Option? Incentive stock options (ISOs) are a type of equity compensation used by companies to reward and retain their employees. ISOs have more favorable tax treatment than non-qualified stock options. While similar to NQSOs, they have a few major differences: ISOs are only granted to company employees. They can only …

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December 2, 2016October 23, 2020

Non-Qualified Stock Options

What are Non-qualified stock options? Non-qualified Stock Options (NSOS) are a popular type of Employee Stock Options (ESO) and a favorite tool by employers to reward and retain workers. NSOs are a contract between the employee and the employer giving the employee the right but not the obligation to purchase company stocks at a pre-determined …

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