Startup equity: stock options, 409A and the tax rules
Options from the tax rules up: what the employee owes, what the company must prove about price, and what it files.
| Page | The answer in one line | Words |
|---|---|---|
| Startup stock options: ISO vs NSO tax, 409A, Rule 701 | How ISOs and NSOs are taxed at grant, exercise and sale, the $100,000 rule, AMT, how 409A sets the strike price, Rule 701 limits and Form 3921 reporting. | 3,986 |
| 409A valuation: what it is, how it works, what it costs | A 409A valuation sets the fair market value of a startup's common stock and the strike price of its options: the rule, the three steps, cost and timing. | 3,860 |
| 2 pages in this section | 7,846 | |