Ep. 28 - Managing Your Stock Options: From ISOs to NSOs

Confused by stock options? Do you worry about how to maximize them? Jared Van Arsdale, CPA , partner at Ullman & Co., P.C. joins us to explain what stock options are and the tax implications of each one.  Key Takeaways -  A simple mindset trick so you know when to exercise your options. If holding your options for the long haul is the right move. Understand the different types of stock options and how they vary. The tax treatment of each stock option type. We cover restricted stock options, non-qualified, restricted stock units and options held at privately held companies. If you have unexercised stock options, or are looking for a refresher course, this episode is for you!  Contact Jared Van Arsdale, CPA Follow me on Instagram Me Financial Website If you enjoyed today's episode, share it with your circle, and don’t forget to leave a review!
 Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.