On this episode of BIF Bites, Jerry, Kaylee, and Tiffany celebrate Easter by talking about the EGG rule. Specifically, they're explaining ISOs and NQSOs, their tax benefits, the EGG Rule, and how stock options help businesses attract, retain, and reward employees.
Watch our very first video episode of BIF Bites below!
- Discover what incentive stock options (ISOs) and non-qualified stock options (NQSOs) are, and why companies use them to reward employees.
- Learn the three main stages—grant, exercise, and sale—and how each affects your taxes, with clear examples.
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Pick up the “EGG rule” mnemonic, making it easy to remember the timing needed for ISOs to get the best tax treatment.
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