Stock Options and Tax Consequences

[ETax847]

Client recently asked me "which should he exercise first: his ISO grant or my NSO grant?"   Does anyone have any reference material for any advice on how to handle different types of stock options and the tax ramifications?

[Ringers]

Here is a very informative reference I have used for ISO redemptions.  Tere is probably a similar site for NQSO's also.

https://www.thebalance.com/incentive-stock-options-3192970

 

[ETax847]

Great article.  Thanks for sharing!