Optimizing incentive stock options | PFP learning library podcast
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Optimizing incentive stock options | PFP learning library podcast

1 year ago · 21 min listen

In this podcast, Nadine Lee, CPA/PFS shares strategies and cases related to optimizing incentive stock options (ISOs). She answers the questions:

  • What are the three ways that clients can take action on incentive stock options?

  • What are the requirements of ISOs?

  • What can CPA financial planners do to help clients navigate this complex area of planning?

  • How do ISOs factor into a tax-smart comprehensive financial plan?

Access the related resources from this podcast:

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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