Tax and financial advice from the Silicon Valley expert.

Tax tips and developments relating to incentive stock options, nonqualified stock options, employee stock purchase plans and stock grants

Section 83(b) election simplified

The IRS has issued proposed regulations that can be relied upon by taxpayers to eliminate the requirement that a copy of a Section 83(b) election must be attached to a taxpayer's income tax return in order for it to be effective, applying for transfers on or after January 1, 2015.

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Basic features of employee stock options

This week's interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Wednesday, March 31, is with John Olagues, owner of Truth In Options. We discuss basic features of employee stock options, including incentive stock options (ISOs), non-qualified stock options (NQOs) and employee stock purchase plans (ESPPs).

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Tax and financial advice from the Silicon Valley expert.