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 3 guides in New to equity
Expert guide on how forward and reverse stock splits and share buybacks affect RSUs, stock options, ESPPs, and your tax obligations. Covers anti-dilution adjustments, the 1% buyback excise tax, ISO $100K limit recalculations, and real-world examples from Apple, Google, Tesla, and Amazon.
Plain-language guide to vesting cliffs for stock options and RSUs. Learn what a cliff is, why companies use it, and what happens if you leave before or after the cliff date.
A practical playbook for employees who receive RSUs for the first time: how vesting is taxed, why 22% withholding often leaves a balance due, how to read your pay stub and W-2, and how to plan estimated tax and W-4 changes before year-end.