Secrets of Tax Planning For Employee Stock Options, Stock Grants and ESOPs

I am selling this book for the author. This is what the author had to say about the book:

I have written a comprehensive explanation, Secrets of Tax Planning For Employee Stock Options, Stock Grants and ESOPs.

Like having a personal consultation with an expert on planning for employee stock options.

Reading this material is like sitting across the table from me in a consultation, at a fraction of the investment. My consultation fee is $390 an hour. I invested hundreds of hours in assembling this material for you. If we were conservative and said you received ten hours of advice, the value would be $3,900. But the total investment is less than the cost of one hour. More importantly, the information in this material could save you thousands, possibly millions of tax dollars and penalties!

What’s included

Secrets of Tax Planning for Employee Stock Options includes explanations of employee (and independent contractor) planning for Incentive Stock Options, Non-Qualified Stock Options, Employee Stock Purchase Plans, Stock Grants and Employee Stock Ownership Plans (ESOPs).

While each of these types of plans represent significant benefits for employees (non-qualified options are also available for non-employees), they also include tax traps that can result in a huge tax without having the cash to pay it.

Incentive Stock Options

1. What are four alternative scenarios to consider when evaluating risk and tax results when planning?

2. What is the “escape hatch” and when should you use it?

3. What tax rates apply in different scenarios, and how do they relate to evaluating risk?

4. What are the mechanics of the alternative minimum tax and the minimum tax credit?

5. What limits apply to the new refundable minimum tax credit?

6. How can the estimated tax rules be used to manage cash flow?

7. What are the tax results of “hedging” strategies?

8. What are special considerations when an early exercise is allowed?

9. What special considerations apply for “insider” stock?

10. What are the tax consequences of backdating ISOs?

Non-Qualified Stock Options

1. What general rules apply when non-qualified stock options are exercised?

2. When is stock considered “restricted”, and what special elections apply in those situations?

3. When do you make a “Section 83(b)” election?

4. What are the tax consequences of a forfeiture after a Section 83(b) election has been made?

5. How must non-qualified stock options to avoid severe penalties for non-qualified deferred compensation plans under Internal Revenue Code Section 409A?

6. What are the tax consequences of backdating employee stock options?

Employee Stock Purchase Plans

1. How does an employee stock purchase plan compare to incentive stock options?

2 .Does the alternative minimum tax apply to ESPPs?

Stock Grants

1. How is a stock grant taxed?

2. When would you make a Section 83(b) election for a stock grant?

3. What are state tax consequences when an employee moves?

ESOPs

1. What are employee benefits of ESOPs?

2. What are the tax breaks for a sale by an existing shareholder to an ESOP?

3. What diversification elections are available for employees?

4. What are the distribution requirements after an employee retires?

Testimonials

“During the tech boom, Silicon Valley workers had surprisingly few places to turn for help with their stock options. Mike Gray was one of them, providing and authoritative voice of prudence in a time of irrational exhuberance. Steeped in the complexities of tax laws and strategies, he was among the first to co-author a primer to help workers understand how options worked and how to take money off the table. Secrets of Tax Planning delves much deeper, providing detailed explainations that should serve as a helpful resource for tax pros, investment managers and financial planners – and undoubtedly a few do-it-yourself engineers.”

Mark Schwanhausser

Personal finance reporter

San Jose Mercury News

San Jose, California

“Michael Gray’s book on tax planning for stock options, stock grants and ESOPs is a must have for any tax professional working with clients who have such assets. It has to be the most complete discussion and guidance available for all the nuances of the myriad of tax rules that apply, including the AMT and its confounding carry over credits. He uses example after example to aid the reader in comprehending the tax consequences of every possible situation. I say this as a tax attorney with over 40 years of experience in Silicon Valley.”

John Hopkins, Esq.

Hopkins & Carley

San Jose, California

“Secrets of Tax Planning for Employee Stock Options, Stock Grants and ESOPs, 2nd Edition by Michael Gray is the most complete one-stop authoritative literature I have found available on stock compensation and planning. Replete with his numerous fact-based examples, Gray makes a complex subject and easy read, assuming any tax subject can be easily read! One distinct advantage is the IRS now requires a taxpayer’s position to be developed based on primary source materials (code, regulations and appropriate judicial pronouncements) – not merely and expert’s opinion. Gray is the expert, but he also provides all of the needed references to primary source materials so that another CPA or attorney developing strategy can rely on Gray’s road map to the answers in the primary source materials. I would not be without the book!”

Robert A. Petersen, CPA

Saratoga, California

www.caltaxcpa.com

“As a financial planning professional, I consider this book by Michael Gray, CPA as an invaluable source on an extremely complicated topic that is critical to most of my high net worth clients in Silicon Valley. The text is surprisingly easy to read with complete topics presented in sequence for ease of future reference. There are many useful charts interspersed inn the text. This can easily be considered as a ‘handy reference’ because it’s easy to find the topic you want. For the professional who is counseling clients on stock options, this reference will give you the confidence you will need to help the client make some really important decisions.”

Craig Martin

Financial Consultant

The Family Wealth Consulting Group

San Jose, California

“My 30 years in the financial services industry has taught me that financial success for the entrepreneurial executive, employee and investor depends on proper planning. One important tool is tax planning for equity-based comopensation. Michael Gray, in his book Secrets of Tax Planning for Employee Stock Options, Stock Grans and ESOPs is right on target. Successful clients and their advisors need to stay current with trencs and issues regarding equity performance-based compensation in designing, updating and implementing their financial plans to keep pace with tax and legal changes. Michael’s book is readable and functional for both the professional and the layman.”

Dick Blakely

Managing Director

Concert Wealth Management, Inc.

San Jose, California

“I am so grateful that you have written this book. For years I have told my clients the importance of working with professionals in this area of taxation. It is complex and ever-changing and requires great technical skill and time.

“There is an old saying, ‘The more you know, the more you know you don’t know.’ I hope every lay person who thinks they understand the complexities of these issues reads this book. They should figure out how much time a specialist in this area spends to learn and stay current in the subject matter, what penalties are involved if they do them incorrectly, what they could have been doing with that time to advance their career, enjoy their family and friends and achieve their personal goals.

“Then they should identify the most skilled and knowledgeable experts in this area of taxation and hire them.”

Liesa Fenton

Investment advisor

San Jose, California

Unconditional Guarantee

Michael Gray guarantees this book to be a worthwhile investment. You must find this the most valuable reference you have ever seen about Employee Stock Options, Stock Grants and ESOPs or simply return the book for a no-hassle immediate refund of your investment. If you are not satisfied, call 408-918-3261.

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