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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Complete guide to dividing stock options, RSUs, and ESPPs in divorce. Covers community property vs equitable distribution, valuation methods, tax traps, and QDROs for equity.
Expert guide to negotiating equity compensation in tech. Covers RSU packages, stock option grants, refresh grants, vesting acceleration, and counter-offer strategies with real-world frameworks.
Complete guide to estate planning with equity compensation. Covers gifting stock options, RSU inheritance rules, irrevocable trusts, charitable strategies, and estate tax optimization for tech employees.
Complete guide to managing concentrated stock positions from equity compensation. Covers diversification strategies, 10b5-1 plans, exchange funds, tax-loss harvesting, collar strategies, and risk frameworks.
Comprehensive guide to SEC Rule 10b5-1 trading plans for corporate insiders. Covers the 2023 amendments, cooling-off periods, plan structures, blackout period navigation, tax optimization strategies, and compliance requirements for employees with equity compensation.
Simple guide to deciding when to sell your RSUs. Covers tax implications, diversification, and the real factors that should drive your decision—in plain English.