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 2 guides in New to equity
Step-by-step guide to understanding your equity grant agreement. Learn to decode strike price, vesting schedule, exercise deadline, and key terms in stock option and RSU grant documents.
What a 409A valuation is for private companies: fair market value (FMV) for setting option strike price, how often it updates, and how it differs from '409A' nonqualified deferred compensation rules. For employees reading a grant.