What questions should you get answers to regarding stock options?
  

1.  Is the company a good investment?

2.  Will the stock price keep rising?

3.  Will it rise sharply?

4.  Is there an IPO in the future?

5.  How long will you stay with the company?

If you can answer these questions, you will have some idea about:

• When to exercise
• How to exercise
• When to sell
• How much to sell
• Whether to file an 83b election

If you know your tax bracket and how close you are to being subjected to the AMT tax, you will have a better idea about:

• How much of your ISOs to exercise
• What the tax cost of short-term vs. long-term gain will be
• Other questions that may arise:
• Should you do a cashless exercise?
• Should you use existing shares for an exercise?
• Should you diversify your holdings?
• How much AMT tax will be recovered?
• What is the effect on your estate?

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