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Equity Compensation

ISOs Decision-Making

Incentive Stock Options – Part 3: Decision-Making

By now, you’ve hopefully developed a baseline understanding of just what exactly incentive stock options even are and have a working sense of how taxes fit into the equation. Equipped
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ISOs - Tax Planning

Incentive Stock Options – Part 2: Tax Planning

Once you have a firm grasp on the fundamentals of incentive stock options, it’s time to peel back the layers on their tax implications. While they can seem needlessly complex,
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Incentive Stock Options - What Are They

Incentive Stock Options – Part 1: What Are They?

Stock options are a major player when it comes to equity compensation, especially for those who work in the tech startup space. Not to be confused with their cousin, restricted
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RSUs: A Guide to Decision-Making & Taxes

RSUs: A Guide to Decision-Making and Taxes

RSUs are an increasingly familiar form of equity compensation these days. When handled well, they can be a true boon to your financial plan – expediting progress toward major goals
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