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What to Do With Your Stock Options

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You received a stock option grant. Now you have questions. When should you exercise? What are the tax implications? What happens if you leave before the company goes public? For most employees, the gap between getting options and knowing what to do with them is wide — and the cost of getting it wrong can be significant.

Join Jonny Jonson, Senior VP and Wealth Advisor, Tim Couture and Marcel Pfister, Principal Wealth Advisors at Compound, as they walk through key decisions for option holders at private companies.

This is the first session in a three-part series on equity compensation at every stage of a company's lifecycle.

🗓️Date: Thursday, May 28
🕚Time: 11am PT / 2pm ET

What they'll cover:

  • • The difference between ISOs and NSOs, and why it matters before there's any liquidity

  • • How the 83(b) election works, when to make it, and how it can reduce your tax burden down the road

  • • AMT: the surprise tax that can show up if you exercise ISOs without a plan

  • • How to think about exercising when a liquidity event is still years away, including what to review if you leave your company before it happens

  • • What QSBS is, who qualifies, and what founders and early employees often get wrong

  • • Register if you hold stock options at a private company and want to understand the decisions in front of you.

    Can't join live? Register to get the recording.

DISCLOSURE: These events have been prepared for informational purposes only, and are not intended to provide, and should not be relied on for tax, legal or accounting advice. You are solely responsible for evaluating and acting upon the education and information contained in this material. Certain federal or state laws applicable to your situation may impact the applicability, accuracy, or completeness of the information in these presentations. Federal and state laws and regulations are complex and are subject to change. This material was not intended or written to be used, and it cannot be used with any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Tax laws and regulations are subject to change. Always consult your own tax professional prior to investing. There is no guarantee that any forecasts made will come to pass.