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Navigating Employee Stock Options in California

February 15, 2025

Exercising employee stock options can be a significant milestone in your financial journey. Whether you hold Incentive Stock Options (ISOs) or Non-Qualified Stock Options (NSOs), understanding the tax implications at both the federal and California levels is key to making informed decisions. While taxes are an inevitable part of the process, careful planning can help you optimize outcomes and avoid surprises. Let's break down what you need to know.