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Retirement Planning
Chapter 12: Deferred Compensation & Equity Compensation/INCENTIVE STOCK OPTIONS (ISOs)
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 12: Deferred Compensation & Equity Compensation

INCENTIVE STOCK OPTIONS (ISOs)

01.Core Concepts

• Statutory Stock Option • Ties an employee benefit to the stock price of the company and may provide special taxation • May only be granted to employees • The aggregate fair market value of ISO grants that are exercisable in a year must be less than $100,000 per executive. • For ISO special tax treatment, individual must hold stock two years from date of grant, AND one year from date of exercise.