Expert insights on equity compensation, tax planning, and strategies to keep more of what you've earned.
Cliff vesting is the initial waiting period before any equity vests. Learn about the standard 1-year cliff, what happens if you leave early, and how different companies structure their cliffs.
Your strike price determines your profit when exercising stock options. Learn how companies set it, the role of 409A valuations, what happens when options go underwater, and the tax implications.
The AMT is a parallel tax system that ensures high earners pay a minimum level of tax. Learn how it works, current exemption amounts, and why ISO exercises are the #1 trigger for tech employees.
A complete guide to RSUs — from grant to vest to sale. Understand the lifecycle, tax treatment, sell-to-cover mechanics, and how RSUs differ at public vs private companies.
Washington has no income tax, but the new 7% capital gains tax applies to stock sales over $270K. Guide for Amazon, Microsoft, and tech employees with RSUs and ISOs.
Texas has no state income tax, but tech employees with RSUs and stock options still face significant federal tax obligations. Complete guide to equity tax planning in TX.
Complete New York state income tax guide. Tax brackets, NYC tax, supplemental withholding, and how NY taxes RSUs, ISOs, and stock options.
Complete California income tax guide. Tax brackets for all filing statuses, Mental Health Tax, supplemental withholding, and how CA uniquely taxes RSUs and ISOs.
Compare state income tax rates, brackets, and supplemental withholding rates for equity compensation. Detailed coverage of CA, NY, TX, and WA with a summary of all state tax categories for tech employees.
Complete guide to quarterly estimated taxes for equity compensation. Due dates, safe harbor rules, and penalty calculations for RSU, ISO, NSO, and ESPP income.
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Optimize ISO exercise timing across 3-5 years
