Understand Your Employee Stock Compensation
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Latest Articles
View all articlesHow to Donate Appreciated Stock: A Simple Guide to Maximizing Your Charitable Impact
When you donate stock that has grown in value, you can avoid capital gains taxes and get a bigger tax deduction than if you sold the stock and donated cash. This guide explains how it works, who benefits most, and exactly how to do it.
TaxAMT Credits from ISOs: How to Get Your Prepaid Tax Money Back
When you exercise ISOs, you often pay AMT - a prepayment of taxes that creates an AMT credit. This guide explains how AMT credits work, how to claim them back in future years, and strategies to recover your prepaid taxes faster.
Tax83(b) Election Step-by-Step Filing Guide: How to File in 30 Days
Filing an 83(b) election within 30 days of receiving restricted stock can save you thousands in taxes, but the process is confusing and the deadline is strict. This guide walks you through every step, from filling out the form to getting proof of delivery, with real examples and answers to common questions.
TaxYear-End Tax Planning for Equity Compensation: Your Complete Guide
Year-end is when most equity compensation surprises happen - from RSU vesting you forgot about to ISO exercises that trigger unexpected AMT bills. This guide walks you through exactly what to review, when to act, and how to avoid the most common (and expensive) mistakes before the calendar flips.
ESPPESPP Qualifying vs Disqualifying Dispositions: A Simple Guide to Tax Treatment
When you sell ESPP shares, the IRS treats the sale differently based on how long you held them. This guide explains qualifying vs disqualifying dispositions in plain English, shows you exactly how each affects your taxes with real dollar examples, and helps you decide which approach makes sense for your situation.
Compare Equity Types
View all comparisonsAmazon vs Google: Equity Compensation Compared
How equity compensation differs between two tech giants
ESPP vs RSUs: Which Offers Better Returns?
Comparing employee stock purchase plans with restricted stock units
ISOs vs NSOs: Tax Differences Explained
Understanding the tax implications of incentive vs non-qualified stock options
Going Through a Major Life Change?
Understand how life events affect your equity compensation
Divorce and Equity Compensation: What You Need to Know
Understanding how divorce affects your stock options and RSUs
IPO Lockup Expiration: What You Need to Know
Planning for when your shares become tradeable after an IPO
Retirement and Your Stock Compensation
Managing equity when transitioning to retirement
What Happens to Your Stock When You Get Laid Off
Managing your equity compensation during an unexpected job loss
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- Divorce and Equity Compensation: What You Need to Know
- IPO Lockup Expiration: What You Need to Know
- Retirement and Your Stock Compensation
- What Happens to Your Stock When You Get Laid Off
- Amazon vs Google: Equity Compensation Compared
- ESPP vs RSUs: Which Offers Better Returns?
- ISOs vs NSOs: Tax Differences Explained