Expert insights on equity compensation, tax planning, and strategies to keep more of what you've earned.
A disqualifying disposition is selling ISO shares before meeting the holding period. Learn the two requirements, tax consequences, and when selling early is actually the better strategy.
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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.
Optimize ISO exercise timing across 3-5 years
