Daniel Zajac, CFP | Equity Compensation with Daniel Zajac

ISOs 101: Understanding Incentive Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Incentive Stock Options

If you’re offered incentive stock options (ISOs) as part of your compensation package, you have an exciting opportunity ahead to build significant wealth. The key is to know what, exactly,...

What to Know About Your Post-Termination Exercise Window for Equity Compensation

by Daniel Zajac, CFP®, EA | Last updated May 26, 2025 | Employee Stock Options

Equity compensation is an effective tool for attracting and retaining highly qualified employees. But if you’re like most Americans, it’s unlikely you’ll remain with your current employer all the way...

What Is A Charitable Remainder Trust?

by Daniel Zajac, CFP®, EA | Last updated May 26, 2025 | Wealth Accumulation

For executives and entrepreneurs holding highly appreciated assets, the need for diversification becomes increasingly important. Selling stock outright, however, can incur a sizable tax bill—making it difficult to balance concentration...

RSUs 101: An Introduction to Restricted Stock Units

by Daniel Zajac, CFP®, EA | Last updated May 26, 2025 | Restricted Stock

If your employer offers restricted stock units (RSUs) as a form of equity compensation, you likely have questions about managing it effectively alongside the other pieces of your financial picture....

What is an Exchange Fund and How it Can Mitigate Stock Concentration

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Wealth Accumulation

If you’ve received a significant share of company stock, or your positions have grown meaningfully post-IPO, you may be searching for strategies to mitigate downside risk and diversify your portfolio....

8 Things to Know About AMT Credit and Incentive Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 26, 2025 | Alternative Minimum Tax

Incentive stock options (ISO) and the alternative minimum tax (AMT) go hand in hand (here’s an in-depth guide on their correlation if you’re unfamiliar). If you exercise and hold ISOs in...

How Might Behavioral Finance Impact Your Equity Compensation?

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Wealth Accumulation

When you think of “equity compensation,” you might think about incentive stock options, non-qualified stock options, and restricted stock units. If you dig even deeper, you may also think about...

Tender Offers and Your Equity Comp: What to Consider if Your Private Company Presents a Liquidity Event

by Daniel Zajac, CFP®, EA | Last updated May 26, 2025 | Equity Compensation

A tender offer creates a short-term liquidity event for private employees, who otherwise may not have much choice or control over selling their company stock (since it’s not traded publicly...

Incorporating Equity Compensation into a Multi-Generational Wealth Transfer Plan

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

Let’s take a look at how taxes play a role in the most common wealth transfer strategies, as well as what steps you can take now to incorporate your equity...

Navigating Tax Time: Tips for Filing Your K-1 Form

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Wealth Accumulation

For most people, tax time can be a headache—though for earners with traditional compensation packages, it can at least be fairly predictable (W-2 wages, withheld taxes, 401(k) contribution deductions, etc.)....

How Your Income May Influence a Qualified Sale of Incentive Stock Options (ISOs)

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Incentive Stock Options

Incentive stock options (ISOs) are known far and wide for their preferential tax treatment on the total recognized gain—as long as you meet the holding period requirements for a qualified...

The Basics of Equity Compensation

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

If your employer provides equity compensation as a part of its benefits package, you can expect to receive a wealth of information about the program. If you’re new to the...

Insights

ISOs 101: Understanding Incentive Stock Options

What to Know About Your Post-Termination Exercise Window for Equity Compensation

What Is A Charitable Remainder Trust?

RSUs 101: An Introduction to Restricted Stock Units

What is an Exchange Fund and How it Can Mitigate Stock Concentration

8 Things to Know About AMT Credit and Incentive Stock Options

How Might Behavioral Finance Impact Your Equity Compensation?

Tender Offers and Your Equity Comp: What to Consider if Your Private Company Presents a Liquidity Event

Incorporating Equity Compensation into a Multi-Generational Wealth Transfer Plan

Navigating Tax Time: Tips for Filing Your K-1 Form

How Your Income May Influence a Qualified Sale of Incentive Stock Options (ISOs)

The Basics of Equity Compensation

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