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Employee Stock Options Executive Tax Planning
 
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Employee Stock Options Executive Tax Planning [Paperback]

Michael Gray (Author), CPA (Author)

Price: $24.97 & eligible for FREE Super Saver Shipping on orders over $25. Details
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Book Description

August 1, 2008
You can owe a tax without having the cash to pay it!

Navigate the "minefield" of special tax rules and investment risk with insights that employees who receive stock options will find invaluable, in a "plain talk" explanation that doesn't require a lot of tax knowledge.

Here are the three types of employee stock options discussed:

* Incentive stock options
* Nonqualified stock options
* Employee stock purchase plans

Includes a chapter on stock grants (RSUs), and explanation of how the dreaded "alternative minimum tax" applies to the exercise of incentive stock options, and an Options Comparison Chart to highlight the differences of the options.


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Employee Stock Options Executive Tax Planning + Consider Your Options: Get the Most from Your Equity Compensation + Getting Started In Employee Stock Options
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  • Consider Your Options: Get the Most from Your Equity Compensation $22.13

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Editorial Reviews

Review

"During the tech boom, Silicon Valley workers had surprisingly few places to turn for help with their stock options. Mike Gray was one of them, providing an authoritative voice of prudence in a time of irrational exuberance. Steeped in the complexities of tax laws and strategies, he was among the first to co-author a primer to help workers understand how options worked and how to take money off the table." --Mark Schwanhausser, Personal finance reporter, San Jose Mercury News, San Jose, California

About the Author

Michael C. Gray founded his CPA firm, Michael Gray, CPA October 1, 1996. The firm is located in San Jose, California. He has continuously worked in public accounting since June, 1974.

He currently writes three free email newsletters Michael Gray, CPA s Option Alert, Michael Gray, CPA s Tax and Business Insight, and Michael Gray, CPA s Real Estate Tax Letter.

Mike has given many presentations and written many articles on tax subjects.

Mike has been a CPA in California since March, 1977. He received his BS in accounting and MBA at San Jose State University in June, 1974 and June, 1978, respectively. He is a past president of the Silicon Valley San Jose CPAs, past chairman of the tax committee for the Silicon Valley San Jose CPAs and past member of the state tax committee for the California CPAs. He is also a member of the Santa Clara County Estate Planning Council, has been involved with the Executive Planning Committee of the Tax Section for the Santa Clara County Bar Association and is a lay member of the Silicon Valley Bar Association.

An article about the Web Site for Michael Gray, CPA appeared in the October, 1997 Journal of Accountancy. KNTV News also featured a story on his Web Site in the Technology section of the Six O Clock News. He was also interviewed by KRON News about offshore outsourcing of tax return preparation services. He has also been interviewed on many radio shows about common tax planning and tax reporting mistakes. Mike has been quoted in The San Jose Mercury News, The San Francisco Chronicle, The Wall Street Journal, and The New York Times. He also contributes tax articles to The Scrivener newsletter of the Silicon Valley Bar Association.

Mike's personal interests include the study of martial arts. He received his black belt from West Coast Tae Kwon Do in May, 1996. He is currently studying American Kenpo.

Mike has appeared as a member of the cast of South Pacific with the West Valley Light Opera, which was performed during November and early December, 1997. He received a director s award, called the Captain s Cape, as the outstanding chorus member. He also appeared in the West Valley Light Opera production of Carousel during October and November, 1998 and was the voice of Florenz Ziegfeld in Will Rogers Follies during June and July, 2000.

Mike lives in San Jose, California with his wife, Janet. They have been married 36 years. Mike and Janet have three adult children and two grandchildren.


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