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For clients, we offer straightforward, actionable advice. For our readers, we craft insightful content that makes equity compensation understandable.
Qualified Small Business Stock (QSBS) is considered one of the best tax-saving opportunities for people in tech. This article shares the basics of California’s State-specific rules for QSBS.
Expiring Non-Qualified Stock Options (NSOs) require timely decisions to avoid missed opportunities. This guide walks you through key steps—from understanding expiration timelines to building an exercise strategy and estimating taxes—to help you make the most of your expiring NSOs.
Typically you owe taxes at two points with restricted stock units (RSUs). In this article we discuss the two primary moments you’ll owe tax on your RSUs.
Advice-Only advisors serve and advise their clients without the typical structure of investment management. Instead focus is shifted on what advice clients truly need.
Your 401(k) is one of the best tools at your disposal for building wealth. In this article we explore 6 key benefits of your 401(k).
You probably know when RSUs are taxed, but you might not be aware that you can accidentally pay taxes twice if you’re not careful.
This article will teach you how to early exercise NSOs and will explain when it is beneficial.
Having a Mega Backdoor Roth (MBDR) ability is a game-changer within a 401(k). This article dives into why it's so great and how to make use of it.
With the way Google compensates and grants GSUs, it's important for you to understand how Google RSUs (GSUs) work and how to best manage them.
Moving your 401(k) into an IRA is something you should decide on based on what's best for you. This article go over all the differences of the accounts and lists pros and cons to the decision.
Being able to properly managing your RSUs at NVDA is a skill you’ll want to develop if you want to make the most of your NVDA RSUs. This article teaches you everything you need to know to do a good job.
Going through the home buying process is stressful enough. If you have RSUs you’ll want to make sure you’re aware of what’s ahead before just going with any lender.
Calculating taxes on your RSUs doesn’t need to be difficult. This article provides you with a free RSU tax calculator you can use or download for yourself.
Owning a lot of one single stock is often said to be a big no-no. This article will help you break down how much single company stock is too much for you rather than simply giving a rule of thumb.
Determining when to exercise ISOs is a difficult task. This article will provide you some tips and guidelines so you exercise at a time that’s best for you.
ESPPs if used properly can improve your finances. Determining when and how much to sell from your ESPP will be important factors in managing your ESPP.
You may have heard horror stories of ISO holders being surprised by AMT at tax time. This article breaks down the main strategies for how to avoid paying AMT on your ISOs.
Selecting the right strategy for selling your RSUs will be an important decision. In this article we discuss the pros and cons of 5 common strategies for selling RSUs.
Finding advisors who understand ISOs, NSOs, and RSUs is difficult. This article arms you with questions you can ask advisors to make sure they actually know their stuff.
If you’ve moved states and hold RSUs you will want to learn the basics of how they’ll be taxed. This article goes over examples nd provides a framework to help you calculate the taxes you’ll owe.
DAFs are versatile vehicles if you’re charitably inclined. If you’re someone who pays tithing they can provide massive benefits to you and to your organization of choice.
If your company is about to IPO or just IPO-ed, you likely have some equity. To make the most of the equity you’ve received, read these 6 things you should do following the IPO.
Incentive stock options (ISOs) are an amazing tool to grow your wealth if used properly. This article teaches you the basics and provides examples to solidify the fundamentals of ISOs.
Exchange funds when used properly can save investors hundreds of thousands of dollars. In this article we talk about when to use exchange funds and when not to.
RSUs are a great form of equity compensation. Their biggest downside is that you owe taxes when they vest. This article teaches you several methods to avoid paying taxes on your RSUs after they vest.
Restricted stock units (RSUs) are the most common form of equity compensation companies give to their employees. This article will you the basics so you make the the most of your RSUs.
RSUs can be better than NSOs and NSOs can be better than RSUs. This article dives into the most common scenarios we see and when each one is best.
ISOs can, and often convert to NSOs without employees realizing why. This article breaks down when ISOs convert to NSOs and provides examples so you can know ahead of time.
Employee Stock Purchase Plans (ESPPs) are a great way to save, invest, and obtain equity. The more you learn about ESPPs, the more you’ll want to make the most of them.
Super Micro Computers (SMCI) has had one of the strongest performances over 5 years that any stock has seen. It’s left many employees wondering how they should be managing their RSUs. This article teaches you most of what you need to know.