Written by lbrown on March 4, 2021
Lisa Brown is joined by wealth advisors Tom Presley and Wesley Wood for a concise 30-minute presentation for anyone who has been granted stock options from their company.
- What’s the best method to exercise my stock options – cashless sale or cashless hold?
- How do I figure out the best stock price to pull the trigger?
- Can I minimize taxes during these big income years?
- What other financial planning issues do I need to consider with my stock options?