Tender Offer Tax: How Selling Private Shares Is Taxed
How tender offer proceeds are taxed: capital gains on long-held shares, ordinary income above your 409A price, plus FICA and AMT traps for ISO, NSO, and RSU sellers.
Mike Navarro··12 min read
Capital gains tax on equity — short-term vs long-term treatment, holding period strategies, and how to minimize the tax rate on stock option and RSU gains.
9 articles
Every equity package is different. Try our free calculators — results in 60 seconds, no signup required.
Bunching an ISO exercise or a big share sale into one year stacks your income into the top bracket and past the AMT break-even. Here's how to optimize equity taxes across multiple years by flattening income instead.
A complete guide to ESPP taxes — the discount taxed as ordinary income, the capital gain at sale, qualifying vs. disqualifying dispositions, and the broker basis trap that double-taxes the unwary.
New york qsbs exclusion: §1202 zeroes your federal tax, and because New York conforms, the same gain is $0 at the state and city level too — unlike California. See the numbers.
California QSBS exclusion explained: §1202 wipes out federal tax on up to $10M of gain, but CA gives you $0 state relief. See your CA tax bill in 60 seconds.
Optimize ISO exercise timing across 3-5 years