![]() ![]() changing jobs, options expiring) or possibly for an upcoming liquidity event,” said panelist Kristin McKenna, the Managing Director of Darrow Wealth Management in Boston. ![]() “I usually advise clients to wait to exercise private company stock options until they have to (e.g. Exercising early also starts the holding period for the special 0% tax rate for qualified small business stock (QSBS).īut it’s important to note that early exercise is not for everyone. “Exercising early converts future appreciation from ordinary income to capital gains and starts the clock toward a long-term holding period,” added panelist Devin Blackburn, a Senior Vice President at Northern Trust Wealth Management in Chicago. One potential benefit is “the ability to invest in the company early, possibly at a reduced tax cost,” as explained by webinar panelist Meredith Johnson, Director of Tax at BPM in San Francisco. ![]()
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