When you receive equity compensation in the form of restricted stock, non-qualified stock options, or incentive stock options, you may have the opportunity to make an 83(b)…
83(b) Elections: What they are, and What You Need to Know
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Wealth Management for anyone with Equity Compensation and Employee Stock Options
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All Things Equity Compensation, with Daniel Zajac, CFP®, EA
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Recent Blog Articles
In depth, digestible articles that help you make sense of your incentive stock options, non qualified stock options, restricted stock, other equity compensation, and more
A Timeline of Events for Your Incentive Stock Options
If you are lucky enough to be granted incentive stock options (“ISOs”) as part of your compensation package, it’s important to understand the timeline of events.
How to Use Restricted Stock Units to Fund Financial Planning Goals
Employees who receive Restricted Stock Units (RSUs) as part of their compensation will have a number of things to consider. Tax implications, financial planning…
How to Choose if Offered Restricted Stock Units or Non Qualified Stock Options
Some employers may allow you to choose how you receive your equity compensation. They may allow you to receive it all in NQSOs or all in RSUs or they may allow you to…
How to Coordinate a Donor Advised Fund and Your Equity Compensation
If you have equity compensation and are in an abnormally high-income tax year, it often makes sense to consider how you may be able to offset that pending tax liability.
What is a Donor Advised Fund and Why You Might Want to Donate Low Basis Stock
When it comes to charitable giving, there are many different options, from dropping a dollar in the collection plate at church to starting a private foundation.
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