About VestingStrategy
We help tech professionals understand and optimize their equity compensation taxes. No jargon, no fluff—just clear, accurate, actionable guidance.
Our Mission
Equity compensation is one of the most valuable—and most misunderstood—parts of tech compensation. A single mistake on an 83(b) election or a misunderstanding of California's tail tax can cost tens of thousands of dollars.
VestingStrategy exists to bridge the gap between complex tax law and practical decision-making. We translate IRS publications and treasury regulations into guides you can actually use.
Marcus Chen
Equity Compensation Tax Specialist
Marcus Chen is an equity compensation tax specialist with 12+ years of experience advising tech professionals on RSU, ISO, and international tax planning. Previously a Tax Manager at a Big 4 firm specializing in executive compensation.
Our Principles
Accuracy First
Every guide is researched using primary sources: IRS publications, treasury regulations, and official government guidance. We cite our sources.
Global Perspective
Equity compensation crosses borders. We cover US federal, state-specific rules (especially California), and international tax treaties.
Built for Tech Professionals
Created by people who've navigated RSU vesting, ISO exercises, and 83(b) elections firsthand. We understand the complexity.
Legal Optimization Only
We promote legal tax optimization strategies. Tax evasion is illegal and never recommended. Always consult a qualified professional.
Our Research Methodology
Every piece of content on VestingStrategy follows a rigorous research process:
- Research primary sources (IRS, Treasury, FTB, official guidance)
- Cross-reference with leading tax law firms (Cooley, DLA Piper, Baker Tax)
- Verify current tax rates and thresholds annually
- Include disclaimers and recommend professional consultation
- Update content when tax laws change
Primary Sources We Use
What We Cover
Equity Types
- • RSUs
- • ISOs
- • NSOs
- • ESPP
- • Restricted Stock
Tax Topics
- • 83(b) Elections
- • AMT Planning
- • California Tail Tax
- • Cost Basis
Jurisdictions
- • US Federal
- • California
- • New York
- • Texas
- • Portugal
- • UAE
Important Disclaimer
VestingStrategy provides educational content only. Nothing on this website constitutes tax, legal, or financial advice. Tax laws are complex and change frequently. Individual circumstances vary significantly. Always consult a qualified tax professional (CPA, tax attorney, or enrolled agent) before making decisions based on our content.
We advocate for legal tax optimization—using legitimate strategies within the law to minimize tax burden. We explicitly condemn tax evasion, which is illegal and carries severe penalties.
Ready to Learn?
Explore our guides to start optimizing your equity compensation taxes.