Employee Stock Options Executive Tax Planning

Employee Stock Options Executive Tax Planning

by Michael Gray
     
 
You can owe a tax without having the cash to pay it!

Navigate the "minefield" of special tax rules and investment risk with insights that employees who receive stock options will find invaluable, in a "plain talk" explanation that doesn't require a lot of tax knowledge.

Here are the three types of employee stock options discussed:

Overview

You can owe a tax without having the cash to pay it!

Navigate the "minefield" of special tax rules and investment risk with insights that employees who receive stock options will find invaluable, in a "plain talk" explanation that doesn't require a lot of tax knowledge.

Here are the three types of employee stock options discussed:

Incentive stock options
Nonqualified stock options
Employee stock purchase plans

Includes a chapter on stock grants (RSUs), and explanation of how the dreaded "alternative minimum tax" applies to the exercise of incentive stock options, and an Options Comparison Chart to highlight the differences of the options.

Editorial Reviews

San Jose Mercury News, San Jose, California
"During the tech boom, Silicon Valley workers had surprisingly few places to turn for help with their stock options. Mike Gray was one of them, providing an authoritative voice of prudence in a time of irrational exuberance. Steeped in the complexities of tax laws and strategies, he was among the first to co-author a primer to help workers understand how options worked and how to take money off the table."

Product Details

ISBN-13:
2940015713329
Publisher:
Silicon Valley Publishing Company
Publication date:
08/01/2012
Sold by:
Barnes & Noble
Format:
NOOK Book
Pages:
46
File size:
645 KB

Meet the Author

Michael C. Gray founded his CPA firm, Michael Gray, CPA October 1, 1996. The firm is located in San Jose, California. He has continuously worked in public accounting since June, 1974. He also is host of Financial Insider Weekly (financialinsiderweekly.com) a television show broadcast on public television stations in the San Francisco bay area and as streaming video online.

He currently writes three free email newsletters Michael Gray, CPAs Option Alert, Michael Gray, CPA s Tax and Business Insight, and Michael Gray, CPA s Real Estate Tax Letter.

Mike is also the author of Secrets of Tax Planning for Employee Stock Options, 2009 Edition, How to use Roth and IRA accounts to provide a secure retirement, 2012 Edition, and Real Estate Tax Handbook, 2008 Edition. He has also given presentations and written many articles on tax subjects.

Mike has been a CPA in California since March, 1977. He received his BS in accounting and MBA at San Jose State University in June, 1974 and June, 1978, respectively. He is a past president of the Silicon Valley San Jose CPAs, past chairman of the tax committee for the Silicon Valley San Jose CPAs and past member of the state tax committee for the California CPAs. He is also a member of the Santa Clara County Estate Planning Council, has been involved with the Executive Planning Committee of the Tax Section for the Santa Clara County Bar Association and is a lay member of the Silicon Valley Bar Association.

An article about the Web Site for Michael Gray, CPA appeared in the October, 1997 Journal of Accountancy. KNTV News also featured a story on his Web Site in the Technology section of the Six O Clock News. He was also interviewed by KRON News about offshore outsourcing of tax return preparation services. He has also been interviewed on many radio shows about common tax planning and tax reporting mistakes. Mike has been quoted in The San Jose Mercury News, The San Francisco Chronicle, The Wall Street Journal, and The New York Times. He also contributes tax articles to The Scrivener newsletter of the Silicon Valley Bar Association.

Mike's personal interests include the study of martial arts. He received his black belt from West Coast Tae Kwon Do in May, 1996. He and studied American Kenpo.

Mike lives in San Jose, California with his wife, Janet. They have been married 41 years. Mike and Janet have three adult children and four grandchildren.

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