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.
Every equity package is different. Try our free calculators — results in 60 seconds, no signup required.
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.
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.
Optimize ISO exercise timing across 3-5 years
