Expert Tax Guides

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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Showing 1 guide in New to equity

Your First Year With RSUs: Tax Surprises, Withholding & What to Do Next

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.

6 min read

Understanding Stock Options Taxation

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:

RSU Taxation - How Restricted Stock Units are taxed at vesting and strategies to optimize withholding
ISO vs NSO - Comparing Incentive Stock Options and Non-Qualified Stock Options tax treatment
83(b) Elections - When to file and the potential tax savings from early exercise elections
AMT Planning - Managing Alternative Minimum Tax exposure from ISO exercises
State Taxes - Understanding California tail tax and multi-state taxation rules
International Planning - Tax implications of relocating with equity compensation