Expert insights on equity compensation, tax planning, and strategies to keep more of what you've earned.
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.
California ISO AMT calculator for 2025: see your AMT-free exercise limit, the trap when you exercise too many shares, and worked numbers for three startup grants.
The best RSU tax calculators and equity comp tools in 2026, compared honestly by price, what they calculate, equity types, state coverage, and signup.
How Google RSUs (GSUs) work — the 1-year cliff, monthly vesting, refresh grants, sell-to-cover defaults, and tax strategies for managing bracket creep.
Everything Amazon employees need to know about RSU vesting — the back-loaded 5/15/40/40 schedule, tax implications of large Year 3-4 vests, and strategies to avoid surprises.
RSUs are a promise to deliver shares at vest. Restricted stock is actual shares granted immediately (subject to forfeiture). The key difference: restricted stock is eligible for the 83(b) election, which can save tens of thousands in taxes. RSUs are not.
A comprehensive overview of all equity compensation types --- stock options (ISOs and NSOs), RSUs, restricted stock, phantom equity, SARs, and profits interests. Covers how each is taxed, when companies use them, and which you are most likely to receive at each company stage.
A complete comparison of RSUs and Employee Stock Purchase Plans (ESPPs) covering how each works, tax treatment for qualifying vs disqualifying dispositions, the 15% ESPP discount, lookback provisions, and strategies for maximizing both.
How RSUs and Incentive Stock Options differ in tax treatment, risk profile, exercise requirements, and which is better depending on your company stage and financial situation.
A comprehensive comparison of RSUs and stock options covering how each works, risk profiles in up/flat/down markets, tax timing, exercise costs, and which is more common at different company stages.
A detailed comparison of Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs) covering tax treatment at exercise and sale, AMT implications, the $100K annual limit, and holding period requirements.
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