Archive - April 30, 2009

1
Incentive Stock Options (ISOs) and Income Taxes – Part Two
2
Man vs. the Economy: A Survival Guide

Incentive Stock Options (ISOs) and Income Taxes – Part Two

For a refresher on incentive stock option terminology, please see the earlier post.

Let’s consider a case in which an ISO is exercised in one year and a disqualifying disposition is made in a different year:

On May 1, 2004, you received an ISO grant of 1000 shares with an exercise price of $10 and it vested immediately.

On January 1, 2005, you exercised the option and bought 1000 shares.  The FMV of the stock that day was $35/share.

On January 3, 2006, you sold the stock for $45 per share.

In this case, you held the stock long enough …

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Man vs. the Economy: A Survival Guide

Early hints of spring have evolved into unmistakable signs of nicer days to come: flowers vigorously blooming, trees greening up, oriole sightings. But the forecast this week calls for an unappealing string of rainy days. And so it is with the state of the economy. Ups and downs. Hopeful signs and unexpected threats. (I’m looking at you, swine flu.) Mixed messages, at best.

Yes, our economic transition from cold, dark, dreary days to bright, sunny ones seems to be lagging Mother Nature’s seasonal shift a bit, and it’s clear that we’re “not out of the woods yet.” It’s enough to …

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