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Helping Diligent Advisors Ensure They're On The Right Planning Path
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Non-Qualified Stock Options (“NQSOs”) are a common form of equity compensation, offering a share in the potential appreciation of a company’s value. Many of your clients have been (or will be) granted NQSOs as an employee of an issuing company or as an officer, director, contractor, or consultant. Deciding whether and when to exercise NQSOs and sell shares can be difficult and requires cash flow analysis, complex tax planning, and a long-term strategy.
This checklist helps guide your conversations when advising clients regarding their NQSOs. It covers: