Daniel Zajac, CFP | Equity Compensation with Daniel Zajac

When Intentionally Disqualifying ISOs at Year End May Make Sense

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

Deciding when to exercise, hold, and sell your incentive stock options (ISOs) is complicated, requiring you to manage several simultaneous financial variables, all at the same time. These include: Prices:...

Mother,And,Son,Playing,With,A,Dandelion,In,The,Park

Rethinking Whether to Exercise and Hold Non-Qualified Stock Options for Long-Term Capital Gains Tax

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

When it comes to evaluating strategies to exercise your Non-Qualified Stock Options (NQSOs), what is your best plan of attack? Do you: Exercise and sell all your NQSOs immediately, cashing...

Parents,Giving,Children,Piggyback,Ride,On,Walk,By,Lake

Concentration Risk and Your Equity Compensation: Reasons and Rebuttals

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Considerations When You Have Significant Equity Compensation, Equity Compensation, Wealth Accumulation

Concentration risk is an issue of interest to nearly every employee, executive, business owner, or anyone else holding company stock and employee stock options. What is concentration risk? It’s loosely...

Female,Executive,Discussing,With,Senior,Professional,Over,Laptop.,Business,Colleagues

What Executives Need to Know About Performance Awards

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Considerations When You Have Significant Equity Compensation, Equity Compensation, Wealth Accumulation

A performance award is a grant of company stock or stock units, typically tied to a pre-determined metric or goal that is specific to the recipient or award itself. More...

Image,Of,Two,Asian,Young,Businessmen,Walk,And,Talk,In

The 10b5-1 Plan: 8 Frequently Asked Questions and Recent Updates

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Considerations When You Have Significant Equity Compensation, Equity Compensation

If you’re an executive or an employee with significant equity in your company from employee stock options, restricted stock units, or other stock grants, you may have a continual need...

Calculator,And,Pen,With,Papers,At,Office,Desk

A Quick Take on the Tax Treatment of Incentive Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 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...

Father,With,Son,Warm,Near,Campfire,,Drink,Tea,And,Have

Simplifying the Equity Compensation Complexities: Keep it, Spend it, or Save it

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Equity Compensation

If you’re wondering how to maximize the value of your incentive stock options (ISOs), non-qualified stock options (NQSOs), restricted stock units (RSUs), or other forms of equity compensation, you’re not...

An,Asian,Woman,Is,Talking,To,A,Black,Man,While

A Comparison of Employee Stock Options vs. Restricted Stock Units

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

Employee stock options and restricted stock units are collectively discussed under the umbrella of equity compensation. As equity compensation, they have some similarities. Yet they also have a lot of...

Young,Female,Owner,Of,Online,Startup,Working,Overtime,At,Home

Comparing Incentive Stock Options and Non Qualified Stock Options

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

Non-qualified stock options and incentive stock options are the two types of employee stock options that you may receive as part of your compensation package. While they have some similarities,...

Why Exercising Incentive Stock Options When the Stock Price is Down May Not Be Your Best Strategy

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

Wouldn’t it be great if your company stock price only ever went up—especially if you’re participating in its growth through incentive stock options (ISOs)? Unfortunately, that’s not always how the...

House,Model,On,Wood,Table.,Real,Estate,Agent,Offer,House,

What Equity Compensation Shares Are the Best to Contribute to a Donor Advised Fund? Part 2

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

To achieve this win-win ideal, it’s important to be deliberate about which equity compensation share lots you donate, as well as whether you donate them as post-sale cash proceeds, or...

Donate,Food,To,The,Beggar.,Charity,Concept

What Equity Compensation Shares Are the Best to Contribute to a Donor Advised Fund? Part 1

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Considerations When You Have Significant Equity Compensation, Donor Advised Fund

If there’s such a thing as a match made in philanthropic heaven, it may be the ability to donate a portion of your equity compensation shares to a Donor Advised...

Insights

When Intentionally Disqualifying ISOs at Year End May Make Sense

Rethinking Whether to Exercise and Hold Non-Qualified Stock Options for Long-Term Capital Gains Tax

Concentration Risk and Your Equity Compensation: Reasons and Rebuttals

What Executives Need to Know About Performance Awards

The 10b5-1 Plan: 8 Frequently Asked Questions and Recent Updates

A Quick Take on the Tax Treatment of Incentive Stock Options

Simplifying the Equity Compensation Complexities: Keep it, Spend it, or Save it

A Comparison of Employee Stock Options vs. Restricted Stock Units

Comparing Incentive Stock Options and Non Qualified Stock Options

Why Exercising Incentive Stock Options When the Stock Price is Down May Not Be Your Best Strategy

What Equity Compensation Shares Are the Best to Contribute to a Donor Advised Fund? Part 2

What Equity Compensation Shares Are the Best to Contribute to a Donor Advised Fund? Part 1

Sign up for updates to get Zajac Group’s latest articles and resources.