I will draft iso and nso stock option plan documents for your startup
Licensed US Attorney Expert Startup Equity and SEC Compliance Specialist
About this Gig
Navigating the tax differences between Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs) is critical for both the startup and the recipient.
As a licensed US Attorney (#369119), I will draft the specific plan and agreement documents required to issue these options legally.
Why this matters:
- ISOs: Offer favorable tax treatment for employees but have strict IRS requirements.
- NSOs: More flexible, can be granted to consultants and advisors, but taxed differently.
I ensure your documents comply with Internal Revenue Code Section 422 (for ISOs) and Section 409A (to avoid deferred compensation penalties).
Included in this Gig:
- Customized ISO/NSO Plan document.
- Exercise Notice templates.
- Required legal disclosures.
- Drafting to ensure proper "Fair Market Value" provisions.
Protect your employees from unexpected tax hits and protect your company from compliance failures. Let a professional handle your equity drafting.
Requirements:
- Which roles are receiving options (Employees vs. Contractors)?
- The specific vesting terms.
- The expiration period of the options (usually 10 years).
- Company bylaws (if available).
Legal consulting Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Pro freelancers in this category have gone through a vetting process. You can find more details here.
FAQ
What is an ISO?
A tax-advantaged option available only to employees.
What is an NSO?
A standard stock option that can be given to anyone (employees or contractors).
What is Section 409A?
A tax rule regarding the valuation of options; I draft to ensure compliance.
Can you draft the 83(b) election?
I provide the form and instructions in the Premium package.
Do these work for LLCs?
These are specifically for Corporations (C-Corps). Contact me for LLC units.
Are you a US Lawyer?
Yes, I am actively licensed in the US, Bar #369119.
