Employee's Guide To Stock Options

by Beth V. Walker, Corey Rosen (Preface by), Donald Moine (Foreword by)

Overview

Guidelines for fully understanding and getting full benefit from an employee stock option plan

Nearly 10 million U.S. employees are fortunate enough to receive company stock options. Unfortunately, far too many have little or no idea exactly what it is they have. An Employee's Guide to Stock Options provides the first comprehensive­­and comprehensible­­guide to employee stock options, covering what they are, what they are worth, how to maximize their value, and more.

Compensation specialist Beth Walker outlines an easy-to-follow program that any employee, at any level, can use to get full value from a company's stock option program. Complete in both its guidelines and its real-life examples, this handy book outlines the fundamental actions that must be taken when stock options are part of a financial plan, as it explains:

• Different types of options

• How to avoid common and costly mistakes

• The impact of the Alternative Minimum tax

Product Details

ISBN-13:	9780071402309
Publisher:	McGraw Hill LLC
Publication date:	03/21/2003
Pages:	272
Product dimensions:	6.00(w) x 9.00(h) x 1.00(d)

About the Author

Beth V. Walker is a chartered retirement planning counselor with Parker Financial Planners, a division of Montauk Financial Group. Walker's list of client companies includes AT&T, Coca-Cola, and others. She is a popular speaker and featured presenter at NCEO and NIEP conferences and seminars.

Table of Contents

	Foreword	vii
	Preface	xi
	Acknowledgments	xv
	Introduction	xvii
Chapter 1	A Stock Option Is Just Like Sex	1
Chapter 2	A Look in the Mirror	9
Chapter 3	Types of Employee Stock Options	37
Chapter 4	What Are Your Options Really Worth?	61
Chapter 5	Uncle Sam... Your Wealthiest Relative	67
Chapter 6	The Nine Most Common Mistakes to Avoid with Stock Options	87
Chapter 7	Graduating from an Employee to an Owner	115
Chapter 8	Op-tion-eer-ing (op'she-nir'ing)	129
Chapter 9	Recruiting Your Team of Advisers	151
Chapter 10	The Optionaire Next Door	161
	Conclusion: Your Options with Your Options	179
	Appendixes	181
	A Glossary of Equity Compensation Terms	183
	Resources	189
	Sample Plan Document	191
	Sample Grant Agreement	203
Exhibit A	Exercise Notice	211
Exhibit B	Investment Representation Statement	217
	83(b) Election Statement	221
	Sample Investment Policy Statement	223
	Beginning the Optioneering Process	235
	Index	236