Consider Your Options: Get the Most from Your Equity Compensation

by Kaye A. Thomas

Consider Your Options is the first book to offer plain language guidance on all the popular forms of equity stock grants, nonqualified options, incentive stock options and employee stock purchase plans. It tells how to avoid mistakes that can result in paying too much tax or otherwise failing to get the maximum investment return from these benefits. The book assumes no knowledge, explaining all the basic terminology and concepts from the ground up. Yet it also includes intermediate and advanced planning techniques, and information about cutting edge developments like reload options and the "early exercise" option plans that are popular with companies preparing to go public. You'll find a complete description of the section 83b election and tips for when it provides the greatest benefit. In addition to complete coverage of the main topics, Consider Your Options includes guidance in related areas, such as stock valuation, estimated tax payments, and the dreaded alternative minimum tax (AMT). It's loaded with examples and tips, and tells where you can go for additional information. Read this book to get the most from your equity compensation.

Genres: Finance, Nonfiction, Business, Money

248 pages, Paperback

First published January 14, 2000

Reviews

[Polarbearandy · Rating 3 out of 5]

wow this was a beginner level book, hard to read if you are advanced in your cep study. but a great book for beginners. i would recommend this for any young stock admins.

[Gabe · Rating 4 out of 5]

Dense, but essential if you work in the technology industry or anywhere stock options or RSUs are a component of your compensation.

[Alex Moffit · Rating 4 out of 5]

for anyone in startup world / dealing with stock options, i'd definitely recommend this

[Ashley · Rating 4 out of 5]

Easy to read and thorough. Spends a lot more time on ISO than I needed, so I just skipped over several chapters.

[Moses · Rating 5 out of 5]

I begin 2016 by geeking out on everything there is to know about startup equity. This book provide a slew of examples that clearly explain the myriad of situations you can be in when you accept equity as compensation.

I'm not a certified financial person, but feel great about my new wealth of knowledge after digesting the material in this book.

[Christopher Prosser · Rating 5 out of 5]

cookbooks

[Dan · Rating 4 out of 5]

This is a dull arcane topic, but if you need to know about it, this is the book. Kaye Thomas is extremely clear. There are newer editions, though.

[Xavier Shay · Rating 3 out of 5]

Sensible explanation how options and tax. Would recommend to anyone new to this form of compensation. Didn't teach me anything that changed my behaviour though.

[Monica Saravia · Rating 3 out of 5]

Good explanations for someone new to this.

[Ryan · Rating 4 out of 5]

If you want to learn about stock options then this is the book for you. It was thorough yet still explained things simply.