In this episode of The Liquidity Event, AJ and Shane talk non-qualified stock options (NSOs), explaining the common mistakes people make, tax implications, and strategic approaches to maximize your equity compensation.

 

Key Timestamps:

(00:00) - Intro and a few laughs

(03:45) - The biggest mistake with NQSOs

(06:45) - How taxation works upon exercise

(10:15) - NQSOs and Alternative Minimum Tax

(15:45) - Multiple grant strategies: the Goldilocks approach

(19:45) - When to exercise and hold vs. wait

(23:30) - The "least regret" strategy

(26:15) - Overconfidence and substantial risk of forfeiture

(28:45) - Real-world Reddit question about forgotten options

 

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#EquityCompensation #StockOptions #NQSOs #FinancialPlanning #TaxStrategy