When you’re responsible for managing your private company’s equity plan, it’s critical that you understand the nuances of early exercising an incentive stock option (ISO) and the impact it could have on the financial wellness of your participants.
In this 60 minute webinar, President of SFG Wealth Planning Services, Chuck Steege, CFP, CEP, CKA, and Don Gillotti, CEP and Senior Vice President at Certent, explore the details of pre-vest ISO exercising within a private company and discuss tax savings and timing opportunities. Get details on:
- Opportunities to exercise ISO grants before they vest
- Conditions for favorable tax treatment
- Benefits and risks of an early ISO exercise including implications of a potential IPO
- And more!