Can You Exercise a Stock Option With a Nonrecourse Note and Start Your QSBS Holding Period?
Can You Exercise a Stock Option With a Nonrecourse Note and Start Your QSBS Holding Period?
Stock Options
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Be Careful Who You Issue Stock Options To Under Rule 701
Intro to Rule 701 Any time a company grants stock options or compensatory equity awards of any kind, the company must comply with the registration requirements of federal and applicable state...
Do Not Try to Self-Administer Your Stock Option Plan
When you set up your company, you hopefully set up a stock option plan (also known as an equity inventive plan) at the same time so that you have a plan that is properly adopted and ready to be used...
The Rule 701 Math: How to do it
If you are a non-public company granting stock options or other compensatory equity awards, you need to be familiar with Rule 701 Math and in particular its mathematical limitations.
Warrants: The Tax Story
Warrants can be confusing from a tax point of view. There are a couple of reasons for this. But the primary reason is probably that how a warrant is taxed is driven.
Nonqualified Stock Options: Tax Withholding on Former Employees
It is well known that a company has to withhold income and employment taxes from an employee exercising nonqualified stock options.
How to Share Equity
By Nikki Piplani and Joe Wallin If you are a startup company founder, one of the first questions you will have will be about sharing equity with your early hires.
Incentive Stock Options: The Qualifications and Limitations
In startup land, aside from cash compensation, stock options are the most important part of employee compensation.
Startup Compensation: Founders, Don't Forget to Pay Yourselves (and Others)
By Dennis Kasimov and Joe Wallin In the early days of a startup, it is common for founders to not pay themselves any cash compensation.
Incentive Stock Options: Post-Termination of Service Exercise Periods
The 90-day post termination of employment exercise period for stock options is under attack. A lot of companies are moving away from 90 days.