Webinar 1: Stock Options Explained: Understanding ISOs and NSOs

Webinar Date: May 4, 2026

About this webinar

Stock compensation can be complex, especially when it comes to Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs). In this session, we’ll provide an overview of how each type of option typically works, outline key structural and tax considerations, and discuss factors tech employees often evaluate when navigating stock compensation. We’ll also walk through illustrative scenarios from both pre-IPO and public company environments to help clarify these concepts.

What you will learn:

An overview of ISOs and NSOs and how they are commonly granted to employees

General tax considerations, including AMT and capital gains treatment
Illustrative scenarios comparing option exercises at a pre-IPO company versus a large public company

Actionable Takeaway:

Gain a clearer framework for evaluating stock option decisions within your broader financial picture.

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Connor Low, CFP®, EA, ChFC®

Owner/CEO
Wealth Management Advisor

Connor Low is an Investment Advisor and Lead Financial Planner, as well as the founder of Iarann Wealth, a wealth management firm based in Durham, North Carolina. Born in New York, Connor later moved to North Carolina and has dedicated his career to delivering financial planning and investment strategies, helping clients build and preserve wealth through tailored solutions.

About Iarann Wealth

At Iarann Wealth, we help high-income earners, business owners, and families create tailored financial strategies that support long-term growth and security. With a holistic approach to wealth management, our team partners with you to simplify complex financial decisions and align your money with your goals.

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Disclaimer

Information presented here is for general informational purposes only and should not be construed as individualized advice. All investing involves risk. Past performance is no indication of future results, which cannot be guaranteed. Market conditions change continuously. Iarann Wealth and Private Client Services do not offer tax or legal advice. Always consult a professional regarding your specific situation.

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Private Client Services, a Registered Investment Advisor. Private Client Services and Iarann Wealth are unaffiliated entities.