Software for Employee Stock Option Planning
Source: Net Worth Strategies, Inc
StockOpter is a software program aimed at simplifying the calculations and tax ramifications for professionals who have clients with Employee Stock Options
Net Worth Strategies, Incis a software program aimed at simplifying the calculations and tax ramifications for professionals who have clients with Employee Stock Options.
This new software program handles Incentive Stock Options (ISOs), Non-qualified Stock Options (NQs), and Restricted Stock Plans, making it easy for planners to develop strategies that meet their clients' need for optimizing cash value, minimizing taxes, and/or avoiding Alternative Minimum Tax (AMT). Multiple strategies can be charted or graphed for presentation to clients.
In addition, the program is built on the Microsoft Excel platform, making the underlying logic visible to the planner and making it feasible to extend the results to the planner's own spreadsheets for additional analysis or processing.
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