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  1. Quinn McElwee says:

    Bill nice article. Keep in mind that although this is an allowed transaction/transfer under the IRS rules, not all plans allow this type of transfer in their plans to non-employees former spouse (NEFS). Check first with HR and the stock plan administrator when recommending this type of option transfer. I have had several plans state in there plan documents that this exact transfer is allowed based on QDRO filings. But don’t practice the transfer rule and only allow employee excercise and transfer to NEFS. Which creates a broader tax issue of implied income.

    Any suggested workarounds Bills?
    Thanks

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