Month: October 2021

Maximizing the Benefits of your Incentive Stock Options (ISOs)

By Melissa Joy, CFP®, CDFA® / October 19, 2021

Incentive Stock Options (ISOs) are a form of equity compensation sometimes offered by an employer. ISOs provide employees a share in the potential appreciation of a company’s value. Often these […]

How Will My Qualified Employee Stock Purchase Plan Impact My Taxes?

By Melissa Joy, CFP®, CDFA® / October 13, 2021

Employee Stock Purchase Plans (ESPP) allow the purchase of employer stock at a discount. This creates an incentive for employees to increase their ownership stake with the company. There are […]