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.
Kaye A. Thomas is the Internet’s best known tax explainer, maintaining the highly regarded Tax Guide for Investors web site and contributing to several other leading financial web sites. A tax lawyer for over 20 years, he graduated cum laude from Harvard Law School in 1980.