How to Minimize Stock Option Taxes: Planning Advice for ISO & NSO Shares

Work at a private company and have ISOs or NSOs? Are you aware of the tax implications when exercising or selling your shares?  Equity compensation can be life-changing — if you manage it wisely. Don’t make the mistake of exercising or selling shares without considering taxes.

Join Fifteenth’s tax team, Laura Moreno, Chief Tax Officer and Jason Hoffman, Equity Tax Advisor, to learn how to maximize what you keep with your equity transactions.

What You’ll Learn:

  • Learn how ISO and NSO shares are taxed at grant, exercise, and sale
  • Discover strategies to minimize your tax liability, including how to navigate the Alternative Minimum Tax (AMT)
  • Hear about common equity management mistakes that could cost you

Don’t let a costly tax mistake take a bite out of your hard-earned equity.
Register today to make informed decisions and maximize your outcomes.

Featuring
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Laura Moreno

Co-founder, Chief Tax Officer

Certified Public Accountant

12+ years experience

Jason Hoffman
Previously at
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Jason Hoffman

Tax Advisor

Certified Financial Planner®, Enrolled Agent, and Equity Compensation Associate

8+ years experience