Strategies for Maximizing Equity Compensation

A Quick Take on the Tax Treatment of Incentive Stock Options

by Daniel Zajac, CFP®, EA | Last updated Jul 24, 2025 | Considerations When You Have Significant Equity Compensation, Incentive Stock Options, Strategies for Maximizing Equity Compensation

If your employer has granted you incentive stock options (ISOs), you’ve likely spent time researching the tax treatment. If so, you’ve probably read about the alternative minimum tax (AMT), and...

What to Do When Your Equity Compensation Is Granted and Vested

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Equity Compensation, Strategies for Maximizing Equity Compensation

If you are on the receiving end of an equity compensation award, you may be overwhelmed by the amount of new information, jargon, and rules coming your way. You might...

How Are Your Equity Compensation Stock Benefits Impacted by the Company’s Stock Performance?

by Daniel Zajac, CFP®, EA | Last updated Jul 24, 2025 | Equity Compensation, Strategies for Maximizing Equity Compensation

Equity compensation and employee stock benefits can be a great tool for employers to attract and retain key talent. These benefits can be equally attractive for employees, because they fast-track...

When to Exercise and Sell Your Employee Stock Options and Restricted Stock Units

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Equity Compensation, Strategies for Maximizing Equity Compensation, Wealth Accumulation

If you have equity compensation as part of your benefits package, you’ve likely spent time considering when it might be best to take action and maximize the value of these...

How to Evaluate an Employee Stock Purchase Plan from a Recent IPO Company

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Employee Stock Purchase Plan, Pre-IPO / Private Stock, Strategies for Maximizing Equity Compensation

Access to an employee stock purchase plan that offers a lookback provision and a discount is often a great benefit for employees. If you can afford to contribute, these two...

How to Exercise Incentive Stock Options to the AMT Crossover Point

by Daniel Zajac, CFP®, EA | Last updated Jul 7, 2025 | Alternative Minimum Tax, Incentive Stock Options, Strategies for Maximizing Equity Compensation

Finding the best time and best strategy to exercise incentive stock options is difficult. Competing considerations on income tax, investment planning, and financial planning make it difficult to address the...

Showing all 6 results