Incentive-Stock-Option

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Book reviews for "Incentive-Stock-Option" sorted by average review score:

Stock Options: Getting Your Share of the Action: Negotiating Shares and Terms in Incentive and Nonqualified Plans

Published in Hardcover by Bloomberg Pr (27 April, 2001)

Authors: Tom Taulli and Bruce Brumberg

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Employee Stock Options the Easy Way

I'm a programmer based in Silicon Valley and have received stock options over the years. No question, there is a lot of misinformation on the subject. Then again, the subject is extremely complex! However, when reading Taulli's book, things became much clearer. The sections on AMT were especially done well. If you want to understand your stock options, Taulli's book is a great choice.

Stock Options are Understandable for the First Time

Congradulations, Tom. Finally, someone has written a book that is understandable and readable for the financially saavy and not so saavy tech employee... This book contains information that is essential for (i) the employee who is interested in knowing the good and less than good about stock options and (ii) the executive and board who needs to correctly incentivize the employee base. Tom's book outlines the types of options available, how options work, and their tax and securities law treatments. The section on negotiation is particularly interesting and contains information not often available in a book directed at those of us who don't care to read a legal treatise. This book is well worth the read. Good luck and may your stock options be everything you hope them to be.

Good Guidance

I wish I would have read this book before I exercised my options, I would have paid alot less to uncle sam. If you want to make sure you get the most money for your options, I'd get a copy of this book. The tax implications can get complicated and Tom lends clear guidance and strategies.

Better Than Money: Build Your Fortune Using Stock Options and Other Equity Incentives--in Up and Down Markets

Published in Paperback by Lauson Publishing Co. (24 May, 2000)

Author: David E. Gumpert

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Must-read for job changers

This book was great! A headhunter caught me off gaurd with a great opportunity, but I had to make a decision faster than I was comfortable with. I got myself smart in about 2 days, and was able to negotiate a much better compensation package. I'd recommend it to anyone in a negotiation-situation.

Essential Career Book

Stock options have always been a big mystery to me. This book helped me understand what employers are talking about with stock options. I found tons of "insider" tips and real-life examples that I will put to use right away. In particular, I found the "secrets" of negotiating for stock options-- especially the tricks companies use to reduce stock options grants--to be especially eye-opening. I also learned how to think of myself as an investor and not just an employee--something I had never done before.

I've been able to adjust my own opportunites to negotiate for options. In addition, I found the book fun to read. The writing is fresh, clear, and the concepts easy to understand, even for a novice like me. I also found the glossary of terms and Internet resources to be very helpful tools. I highly recommend this book for job seekers and those who really want to know how to negotiate for all they're worth.

An Executive's Guide: Incentive and Nonqualified Stock Options

Published in Paperback by Family Office Publishing (20 March, 2002)

Author: Peter R. Wheeler

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Learn about your options

A concise and very readable book on incentive stock options and how to get the most out of them. Lots of practical information on what they are, the tax issues, ways to exercise them and more. I especially liked the discussion on using margin to do a 'cashless' exercise and then holding the stock for long term capital gains.

Stock Options: An Authoritative Guide to Incentive and Nonqualified Stock Options (2nd edition)

Published in Hardcover by PCM Capital Publishing (January, 2000)

Author: Robert R. Pastore

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If you're lucky enough to be granted employee stock options--and if the stock is actually worth something!--consider spending a little extra to purchase Robert Pastore's pricey primer on options. Stock options can be quite lucrative, but "while the intention of management and the board of directors is to motivate and reward people through stock options, the reality is that much of the potential wealth that could come from those options is wasted. Why? "The answer is simple," continues Pastore. "Options are complicated. If people maximize the value of their options, it's usually by luck ... blind luck." Thankfully, he writes with the layperson in mind, pinpointing ways to maximize earnings with textbook-like clarity. He explains the difference between incentive and nonqualified options, including charts showing how tax consequences vary, depending on exercise date. Pastore spends considerable time on tax issues, detailing the ramifications of long-term capital gains, alternative minimum tax (AMT), and disqualifying versus nondisqualifying dispositions of stock. Clear and thorough enough for both options newbies and tax professionals, Stock Options should help make blind luck less than necessary for success in the options process. --Rob McDonald

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Helped me

This book helped me greatly with some stock options I got from my work. I had NSO stock and had not idea how the taxes worked out on it and when the best time was to exercise.
Well this book, I made a good decision and made $80,000 on my stock options.

A useful guide for analyzing tax treatment of stock options

I found the book to be a "must have" in my professional library. I use the book to reinforce discussions on the planning techniques and available tools for stock options. Most people have misconceptions on tax treatment of stock options. I recommend this book to anyone who holds stock options or who advises people who hold stock options.

Very timely book on a topic that is not well covered.

This is an excellent guide to understand the strategies and tax consequences surrounding stock optins. This book is a clear and concise guide on stock options. I recommend that you buy, read and understand this information in this book before you exercise your stock options.

Consider Your Options: Get the Most from Your Equity Compensation

Published in Paperback by Fairmark Press Inc. (14 January, 2000)

Author: Kaye A. Thomas

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Just about everyone has heard a story about a corporate secretary or twentysomething Microsoft employee who retired early--as a millionaire--not because of winning the lottery, but because she exercised the stock options granted by her company. The fact is, many, many working Americans have access to stock and option plans in the workplace, and although it is a bit of a stretch to assume that such plans are a guaranteed ticket to riches, equity compensation can be an intelligent means for building wealth. The trick, according to Kaye A. Thomas, is understanding and handling it properly, and this is where Consider Your Options comes in.

Thomas, a veteran tax lawyer, has written a straightforward, no-nonsense, plain-language guide to getting the maximum value from your equity compensation. He begins with the basics--what stock is and how to buy and sell it, stock grants and purchases, options in general--and proceeds with clear examinations of nonqualified and incentive stock options. From there, he leads the reader through the ins and outs of exercising stock options, vesting, and employee stock-purchase plans, with an emphasis on tax implications and financial planning (an entire section of the book, for example, deals with the Alternative Minimum Tax).

"There are certain things about stock, options, and taxes that are almost never explained because every idiot knows them," Thomas writes. "Unfortunately, there are many normal, intelligent, educated adults who don't know these things--because hardly anyone ever bothers to explain them." Now that Thomas has bothered, novices and experts alike can avoid the common mistakes and poor planning that jeopardize the highest return from these benefits. --Svenja Soldovieri

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Covers the basics, but not strategy or advice

This book is good in that it covers all the basic mechanics of stock options -- Incentive and Non-Qualified, and ESPP plans. However, this basic information can easily be found on the web or from your employer.

What is sadly lacking from this book is advice on strategy on how to manage options, e.g., ideas on when to exercise and sell. Because of this, the book is quite disappointing to me and not very useful.

Good overview that helps you figure out what you don't know

Reading this book may not provide you with all the answers, but it will help you ask all the right questions of your CPA.

A few hours spent reading this title will give you a solid understanding of the fundamentals of options: stock, options, grants, exercise, strike price, employee stock purchase plans, AMT, and so on. More importantly, it will give you a good understanding of the complex tax issues that options may expose you to. And most importantly, it will make very clear the questions you need to ask in interviewing a prospective accountant, and in working with an accountant or financial planner.

The average reader is not likely to garner enough information to fully plan their option liquidation by themselves (multiyear strategies for minimizing AMT, for example, are beyond the scope of this book), but at least you'll know what sorts of things your accountant should be working out for you.

Enlightening, educational & defintely worth twice the price

I bought this book after checking out the reviews on Bob Pastorie's book on Stock Options and after visiting the author's web site. I wanted a thorough understanding of stock awards, stock options, and option strategies.

I'm glad I bought this book. It's packed with facts and how to-do-it information that takes the mystery out of stock options and pre-IPO stock.

This is a complicated subject and the book does justice to everything. I especially liked the first couple of chapters that reviews the basics of taxes and terminology before launching into stock awards and stock options. Despite plenty of examples and clearly written material, this is not a book that you'll read once, and retain everything. The IRS has made sure of that. I will have it close by to refer to. Besides the book, the author's web site is very helpful. He promptly responded to my specific questions. Wish I could say that about others!

There's a great potential to make some serious and costly mistakes when it comes to stock options. Yes, you'll need help from lawyers and tax professionals, but without this book, you won't understand anything they're talking about. In fact, I think you'll spend more than the cost of the book in legal and professional fees if time has to be taken out to educate you about the basics.

I read the book at light speed the first time around. I initially thought that things were confusing and unorganized. I realized that this was a mistake on my part. The subject matter is complex, especially on the various kinds of options and when they vest.

I read the book a second time to get prepared to see my lawyer, tax, and estate planner. The book gave me the knowledge to fashion some specific strategies on my stock grant and also how to exercise my options. The benefits of the book's organization have now become more obvious to me. Is there a negative aspect of the book? Sure. It didn't get into estate planning or suggest ways of sheltering the potential wealth that could accrue from stock and options from firms going to an IPO. I also wish it would have talked more from the perspective of a firm getting ready to do an IPO, although there were some examples of this. I was also only interested in Nonqualified Options and not the exhaustive coverage on Incentive Stock Options that employees usually receive. However, this was no reason to give it less than 5 stars. I think the estate planning aspect is a great subject for Mr. Thomas' next book or something that the web can handle.

Bottom line here: the book is well worth the price and your time. Read it once, twice, and keep it handy. You'll definitely refer to it today and in the years ahead.

Pay Me in Stock Options: Manage the Options You Have, Win the Options You Want

Published in Hardcover by John Wiley & Sons (23 February, 2001)

Authors: Carol E. Curtis and Carol Curtis

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Information for anyone who has stock options

Not everyone who has stock options is a dot com millionaire. This is a practical guide to stock options for all levels of employees. The author helps decipher the rules of stock plans that are usually unintelligible.