Technical deep-dives on equity compensation taxation
Our comprehensive guides cover every aspect of stock options taxation, including RSU (Restricted Stock Units), ISO (Incentive Stock Options), NSO (Non-Qualified Stock Options), ESPP (Employee Stock Purchase Plans), 83(b) elections, and international tax planning strategies for tech professionals with equity compensation.
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Equity compensation is a significant part of total compensation for tech professionals, but the tax implications can be complex. Our guides cover the essential topics including:
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Showing 5 guides in Strategies & advanced topics
Expert guide on stock options in mergers and acquisitions. Covers IRC Section 424, accelerated vesting, cash-out vs substitution, ISO preservation, tax treatment by deal structure, and strategies to minimize tax liability in M&A transactions.
Expert guide on equity compensation reporting: forms 3921, 3922, w-2 explained. Covers tax implications, strategies, IRS rules, and practical examples for tech employees and expats.
Expert guide on ipo lockup periods: tax planning before going public. Covers tax implications, strategies, IRS rules, and practical examples for tech employees and expats.
Expert guide on section 409a valuation: understanding your stock's fair market value. Covers tax implications, strategies, IRS rules, and practical examples for tech employees and expats.
Step-by-step guide to reporting equity compensation on your 2025 tax return. Covers Form 8949, Schedule D, cost basis corrections, W-2 codes, Forms 3921/3922, AMT Form 6251, and the most common filing mistakes for RSUs, ISOs, ESPPs, and NSOs.