IPO tax planning — lock-up strategies, pre-IPO exercise timing, liquidity gap analysis, and managing the cash crunch when taxes are due before you can sell.
4 articles
Double-trigger RSUs are taxed as ordinary income at the liquidity event, not at vest. Here's why 22% withholding rarely covers the bill, with worked examples and a financing plan.
Free equity compensation calculators for ISOs, RSUs, 83(b) elections, and IPO lock-up planning. Find your AMT-free limit, RSU withholding shortfall, and optimal exercise strategy.
During a 180-day IPO lock-up, you can't sell shares but may still owe taxes. Learn about the liquidity gap, 5 financing options, and how to plan ahead.
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