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What type of tax planning should be considered before exercising incentive stock options? Provide an example.?

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What type of tax planning should be considered before exercising incentive stock options? Provide an example.?

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  1. I don't know the answer to your question, but I know someone who does. Kaye Thomas runs the web site Fairmark.com. He is a tax lawyer and has written two books about compensation in stocks and options.

    The site has a free "Guide to Compensation in Stock and Options" which may answer your question. If it does not, you can either buy one of the books or try asking on the message board at Fairmark.com.

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