Your Employee Stock Options

Name: Your Employee Stock Options
Price: 5.7 USD
Availability: InStock
ISBN: 9780066620978

ISBN-10: 006662097X

ISBN-13: 9780066620978

Edition: 2001

Authors: Alan B. Ungar, Mark T. Sakanashi

List price: $35.00

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Book details

List price: $35.00
Copyright year: 2001
Publisher: HarperCollins Publishers
Binding: Hardcover
Pages: 320
Size: 6.25" wide x 9.50" long x 1.25" tall
Weight: 1.298
Language: English

Introduction	p. xi
Understanding Your Options	p. 1
Solving the Stock Option Dilemma	p. 3
Exercising Too Soon	p. 5
Exercising Without a Plan	p. 7
The Tax/Max Disaster	p. 9
The Critical Capital Strategy--Solving the Stock Option Dilemma	p. 12
Calculating Your Critical Capital	p. 14
Annual Expenses	p. 15
Rate of Return	p. 16
The Critical Capital Strategy in Action	p. 17
You Can Make Good Decisions!	p. 20
Getting to Know Your Options: Unraveling the Mysteries of Your Option Agreement	p. 23
Employee Stock Options: What They Are and How They Work	p. 24
Basic Grant Data	p. 25
Methods of Exercising Your Options	p. 30
When the Unexpected Happens	p. 32
Transferring Your Options	p. 34
Other Clauses	p. 35
Activity	p. 36
Use the Web Site!	p. 36
Option Agreement Worksheet	p. 37
What You Need to Know About Taxes	p. 39
Options and Taxes	p. 40
Activity	p. 42
Types of Income	p. 44
Summary of Basic Concepts	p. 45
Stock Option Tax Planning	p. 45
Nonqualified Stock Options	p. 46
Restricted Stock and the 83(b) Election	p. 48
Incentive Stock Options	p. 50
The Alternative Minimum Tax	p. 54
Using Stock Instead of Cash to Exercise Options	p. 56
Activity	p. 59
Use the Web Site!	p. 59
Net Option Value Worksheet	p. 59
Leverage: The Key to the Wealth-Creating Power of Your Options	p. 61
The Hidden Power of Options: Leverage	p. 62
Which to Hold--Which to Sell	p. 68
Key Points	p. 73
Activity	p. 74
Use the Web Site!	p. 74
Leverage Worksheet A	p. 74
Leverage Worksheet B	p. 75
Investment Risks of Your Options	p. 77
Risk, What Risk?	p. 79
Options as an Investment	p. 79
Basic Investment Risk	p. 80
Measuring Risk	p. 82
Market Risk	p. 83
Business Risk	p. 85
Evaluating Your Options as an Investment	p. 86
Managing the Risk of Your Options	p. 90
Activity	p. 93
Personal Risks of Your Options	p. 95
Risk: The Possibility of Loss	p. 95
Can You Afford to Take the Risk?	p. 96
Feel the Value	p. 97
Critical Capital Risk	p. 104
Activity	p. 113
Use the Web Site!	p. 113
Future Values Worksheet	p. 115
Making the Most of Your Options	p. 117
Five Steps to a Successful Exercise Strategy	p. 119
Clarify Your Goals	p. 120
Quantify Your Goals	p. 121
Analyze Your Options	p. 122
Consider the Taxes	p. 123
Create a Strategy	p. 123
Activity	p. 124
Cashing In to Buy: Using Your Options to Buy What Your Paycheck Won't	p. 125
The Major Purchase: Cashing In to Buy a Car	p. 126
A Larger Home: Cashing In to Move Up	p. 131
Additional Income: Cashing In to Make Ends Meet	p. 136
Activity	p. 144
Use the Web Site!	p. 144
Option Cash In Worksheet	p. 145
Using Your Options to Reach Critical Capital and Financial Freedom	p. 147
Case Study: Kent and Kelly	p. 148
The Critical Capital Strategy	p. 152
Impact of Expenses on Critical Capital	p. 153
Impact of Rate of Return on Critical Capital	p. 155
Solving Kent and Kelly's Dilemma	p. 162
Solving Gary's Dilemma	p. 165
Activity	p. 168
Use the Web Site!	p. 168
Critical Capital Calculation Worksheet	p. 169
Protecting Your Financial Freedom	p. 171
Case Study: Dave and Sally	p. 171
Protecting Your Critical Capital	p. 179
The Need to Sell the Stock--Some Historical Examples	p. 181
Impact of Volatility on Income-Producing Capital	p. 186
Protecting Dave and Sally's Critical Capital	p. 190
Activity	p. 191
Use the Web Site!	p. 191
Using Your Options for Others: Charitable and Estate Planning	p. 193
Warning: Don't Do This on Your Own!	p. 195
Estate and Gift Tax Basics	p. 195
Option-Giving Basics	p. 201
Potential Tax Savings: An Illustration	p. 203
Giving Beyond the Family	p. 206
Charitable-Giving Basics	p. 207
Charitable Trust: Solving Multiple Problems	p. 210
A Closing Word	p. 212
Changing Employers: Mergers, Acquisitions, and Taking a New Job	p. 213
Mergers and Acquisitions	p. 213
Before You Leave Your Current Job	p. 217
Before You Take a New Job	p. 221
Activity	p. 231
Use the Web Site!	p. 233
Facing Special Circumstances: Divorce, Disability, and Death	p. 235
Divorce	p. 236
Disability	p. 240
Death	p. 243
Activity	p. 249
Use the Web Site!	p. 251
Nuts and Bolts: The Mechanics of Exercising and Records You Need to Keep	p. 253
Exercising Your Options	p. 253
Records You Need to Keep	p. 262
Activity	p. 273
Use the Web Site!	p. 273
Grant Exercise Record	p. 274
Post-Exercise Disposition and Sale Record	p. 275
Where to Turn When You Need More Help	p. 277
For More Information	p. 278
For Professional Help	p. 280
In Closing	p. 285
Use the Web Site!	p. 286
Index	p. 287
Table of Contents provided by Syndetics. All Rights Reserved.