TAILIEUCHUNG - Employee Stock Options

Automated stock trading is a burgeoning research area with important practical applica- tions. The advent of the Internet has radically transformed the nature of stock trading in most stock exchanges. Traders can now readily purchase and sell stock from a remote site using Internet-based order submission protocols. Additionally, traders can moni- tor the contents of buy and sell order books in real time using a Web-based interface. The electronic nature of the transactions and the availability of up-to-date order-book data make autonomous stock-trading applications a promising alternative to immediate human involvement | m Employee Stock Options Jon Rochlis 6 December 2000 jon@ http options 12 9 00 2000 The Rochlis Group Inc. 1 Who am I Ểl Software developer development manager consultant Long time USENIX Tutorial instructor Interest in financial planning Expecting Diploma in Financial Planning from Boston University by year end May do Financial Planning professionally 12 9 00 2 1 What Is This Talk About rill Many companies are including equity as part of a compensation package What does that mean What are the tax rules How do you know if your offer is any good When should you exercise your options How do you decide to sell hold your stock 12 9 00 What Is This Talk About rill Knowing the landscape is critical - you can understand it if you want to Being able to evaluate a potential advisor s knowledge Planning early is critical. There are numerous decisions where time makes a big difference Basic math skills are very useful - risk time value of money diversification marginal tax brackets BEWARE - THERE ARE FEW EASY ANSWERS 12 9 00 2 Outline Ml I Types of stock Stock options qualified and non-qualified Stock purchase plans The IPO process Taxation Risks Strategies Valuation Advanced tax planning 12 9 00 Securities - Debt Ểl Obligation to pay Bonds notes bills Interest or dividend income Capital gains possible based on credit worthiness and interest rate changes No ownership transfer but perhaps collateral Bankruptcy paid first 12 9 00

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