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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Understand supplemental wage withholding on RSUs and stock options. The 22% federal rate often falls short for high earners—learn how to avoid underpayment penalties and tax surprises.
Simple guide to estimated tax payments when you have RSUs, stock options, or equity gains. Learn the deadlines, how much to pay, and how to avoid underpayment penalties.
Understand sell-to-cover on RSU vesting: how many shares are sold at FMV, what rates apply, gaps versus your marginal bracket, and how to plan cash and W-4 adjustments.
Practical guide for tech employees who switch companies mid-year: how RSU and option income stacks on two W-2s, why withholding often falls short, safe harbor for penalties, and what to do before your last day.
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.