Your Employee Stock Options

Rating:
Summary: This book is excellent!
Review: I am a Certified Financial Planner with over 30 years experience. My staff and I deeply appreciate the authors' concept of Critical Capital as a tool for helping clients determine when to exercise and when to sell their stock options. Their companion web-site reinforces the points they make and is easy to use. The chapters on why to hold and when to sell options is a must read for anyone who owns options or anyone who advises clients with options.

Rating:
Summary: Ken Downer, CPA President of IHS Financial Planning, Inc.
Review: I am re-reading "Your Employee Stock Options" by Alan Ungar and Mark Sakanashi to sharpen my stock option knowledge.

This book is not only a must-read for anyone who owns options, but it is invaluable to me in my financial planning practice. The concept of "Critical Capital" is the most common sense way to look at the timing of cashing in options that I have seen. My clients benefit by having a rational way to look at how options can best be used to reach their financial goals.

Throw in the tools available on the website, and you have a complete resource for guiding yourself or your clients through the complicated maze of stock options. I highly recommend this valuable book.

Rating:
Summary: Very helpful
Review: I found this book very helpful in deciding how to manage my option portfolio. It helped me to think about risk assessment and the assessment of future potential of my options.

I really like the practical and useful information in the book. Which options should I exercise first and why? Should I sell or hold...how many and for how long?

By using the tip from the book regarding the AMT "sweet spot" I found I could exercise a number of ISOs in 2001 without incurring AMT in excess of my normal tax liability. I also used the tip on stock exchanges.

Very helpful. Well worth the price.