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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Beginner-friendly guide to stock options for employees. Learn what stock options are, how they work, key terms, tax basics, and what to do when you receive your first grant.
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.
Strike price and exercise price are the same fixed buy price per share on your option grant. How strike relates to FMV and 409A, intrinsic value, and in-the-money vs underwater options.
Plain-language guide to underwater stock options. Learn what underwater means, your options as an employee, repricing, exchanges, and when to wait vs. walk away.
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.
Simple guide to intrinsic value for employee stock options. Learn the formula, what it means, and why it matters for your grant.