What is an Employee Stock Purchase Plan or ESPP
Transcript of What is an Employee Stock Purchase Plan Hi, my name is Tom Lo. I’m with Vested Financial Planning here to help you understand a ESPP. Your ESPP or Employee Stock Purchase Plan is a benefit for many tech employees at publicly traded companies....
Why Does Exercising ISOs Lead To AMT?
Transcript: Hi, I’m Tom Lo with Vested Financial Planning. I’m here to help answer the question: Why does exercising your ISOs often lead to AMT? The reason why is because AMT treats different types of income differently. When you exercise your ISOs, the...
Why You Should Exercise ISOs Early in the Year
Transcript: Hi, I’m Tom Lo from Vested Financial Planning, and I’m here to help you understand why you should exercise your ISOs early in the year. The reason you want to exercise your ISOs early in the year? You can save on taxes and minimize the risk...
