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Stock Options Explained

The Anatomy of a Grant Sheet

The Anatomy of a Grant Sheet

Stock Options Explained Canter Wealth is teaming up with TriVant Custom Portfolio Group to deliver a series of informative documents and  blog posts to lay out the fundamentals of stock option agreements and how best to take advantage of them! Download the full webinar here Here, we dissect the Grant Sheet. An

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NQO versus ISO

NQO versus ISO

Stock Options Explained What kind of stock option are you being offered and how does that have an effect on your taxes? It is likely you are confronted with a Non-Qualified Stock Option (NQO) if you are an employee or an incentive stock option (ISO) if you are an executive.

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Don’t Get Caught in a Tax Trap

Don't Get Caught in a Tax Trap

Stock Options Explained Whether you hold non-qualified stock options (NQOs) or incentive stock options (ISOs), BEWARE! There are unfavorable outcomes caused by one or both of the following: The stock price goes down after your stock options are exercised (NQOs and ISOs) You do not consider Alternative Minimum Tax (AMT)

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Stock Options Explained: 5 Questions to Ask Your Employer

Stock Options Explained: 5 Questions to Ask Your Employer

5 Questions To Ask Your Employer About Your Stock Options Plan 
Our best advice when deciphering your stock options plan? Go straight to the source! In order to make an informed decision about your options, you need to go into a meeting with your employer armed with the right questions.

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Stock Options Glossary of Terms to Know

Stock Options Glossary of Terms to Know

Introducing the “Stock Options Explained” Series… Download the full webinar here Employee stock options can be complicated and confusing but it is so important to understand what you are being offered, and what comes with agreeing to their terms. Over the next couple of months Canter Wealth is teaming up

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Downtown

655 West Broadway, Suite 1650
San Diego, CA 92101
T: 619.546.0973
California BRE# 01927052
Broker: Andrew Canter

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5623 La Jolla Blvd
La Jolla, CA 92037
T: 858.729.9943
F: 858.729.9942
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La Jolla, CA 92037
T: 858.454.2238
F: 858.454.2239
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Encinitas

90 North Coast Highway 101, #211
Encinitas, CA 92024
T: 760.230.1513
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