Be smart about your stock options

Smart Sister Finance

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Be smart about your stock options

Stock options can be a crucial part of your compensation, so it pays to understand them. In this session, we will cover the key financial and tax considerations for all types of options at both private and public companies.

We’ll learn and apply the following concepts:

  • What are the types of equity compensation (ISOs, NSOs, RSUs, SARs)
  • When to exercise options at private and public companies
  • How to calculate exercise costs and taxes
  • What happens to options during a “liquidity event”
  • Why you should read your stock option plan and award documents
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Apr 7, 2022




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