When to Exercise Incentive Stock Options [2024]

[@tech_wealth]

Work with Tech Wealth Here: 🟢 techwealth.co/ 🟢

[@waleedahmed1725]

Super informative video, thank you! This deserves way more views!

[@tech_wealth]

Glad you found it helpful! If you have any further questions, feel free to schedule an appointment, send me an email, give me a call, whatever works. 👊

[@garlicfries]

Very detailed and helpful information, thanks!

[@tech_wealth]

I'm glad it helped! Feel free to share it with your co-workers.

[@Yurrweoutside]

Very helpful thank you!

[@tech_wealth]

Glad you found this useful! Have a great day!

[@carolinatabaipinese7752]

Hi 👋 do you give private advice? Thank you

[@carolinatabaipinese7752]

Just booked an appointment :) thank you

[@tech_wealth]

@@carolinatabaipinese7752 Awesome! Look forward to meeting. See you then.

[@santrader1707]

How do you find out your private companies fair market value?

[@tech_wealth]

All private companies that offer equity are required to get valued every 12 months. Your employer will know, just ask them what the most recent 409a value is. If your company uses Carta, you can find the fair market value under the "Exercise Simulator" tab in their software.

[@santrader1707]

@@tech_wealth thank you. My iso go live Tues so I need to check shareworks if they show the fair market. Thank you. Your video also taught me about amt. I didn't even know about the potential pitfalls with amt

[@tech_wealth]

@@santrader1707 Glad I could help! AMT catches a lot of people by surprise, so I'm glad you know beforehand.

[@pinkisforpimps]

What do you think of secfi or quid for non recourse financing?

[@tech_wealth]

Non-recourse financing is cool in that it shifts SOME risk from you...but NOT ALL risks. For example, if you borrow money from them to cover costs, the stock loses value or becomes worthless, the company won't hold you personally liable to repay it. When they forgive the loan, the IRS may view that as a taxable event. While these companies will "let you off the hook," the IRS won't.