Strategies for Optimizing Incentive Stock Options {PFP Section}

Oct 4, 2019

Guest: Nadine Gordon Lee, CPA/PFS, CFP®, Managing Director, Metro NY Offices & President, Colony Group Family Office

In this podcast, Nadine Lee, CPA/PFS shares strategies and cases related to optimizing incentive stock options. She answers the questions:

• What are the three ways that clients take action on incentive stock options?
• What are the requirements of ISOs?
• What can CPA financial planners do to help clients navigate this complex area of planning?
• How do ISOs factor into a tax-smart comprehensive financial plan?

Access the related resources from this podcast:

• Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind
• ABCs of Executive Compensation
• The Adviser’s Guide to Financial and Estate Planning

The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.

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