Daniel Zajac, CFP | Equity Compensation with Daniel Zajac

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How Incentive Stock Options May Be Taxed: And Some Caveats About Seeking A Qualified Disposition

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

Who doesn’t love a great tax break? You and I can’t personally reverse a bear market or revise Federal regulations. But we do get to decide when and how to...

Should You Really Sell Your Vested Restricted Stock Units? The Answer Is a Resounding “Maybe”

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

Do you hold Restricted Stock Units (RSUs) that are about to vest, or have recently vested? That probably means you’re a valued employee, so congrats on that. Still, vested RSUs...

83(b) Elections: What they are, and What You Need to Know

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Pre-IPO / Private Stock, Wealth Accumulation

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)...

A Timeline of Events for Your Incentive Stock Options

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

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How to Use Restricted Stock Units to Fund Financial Planning Goals

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Restricted Stock

Employees who receive Restricted Stock Units (RSUs) as part of their compensation will have a number of things to consider. Tax implications, financial planning...

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How to Choose if Offered Restricted Stock Units or Non Qualified Stock Options

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

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...

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How to Coordinate a Donor Advised Fund and Your Equity Compensation

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

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

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Donor Advised Fund

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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What You Should Know About the Alternative Minimum Tax and Incentive Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Alternative Minimum Tax

Most people understand that taxes can be a little more complicated when you have incentives stock options and other equity compensation. What they may not know is that income tax...

6 Tips to Manage and Mitigate the Alternative Minimum Tax on Incentive Stock Options

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

Incentive stock options are a type of equity compensation you may receive as part of your overall compensation package. Incentive stock options, or ISOs, allow you to buy company stock...

What to Expect When Your Company IPOs and How to Prepare for a Liquidity Event

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Considerations When You Have Significant Equity Compensation, Equity Compensation, Pre-IPO / Private Stock

Being part of an initial public offering, or IPO, is an exciting time. This is when a private company goes through the process of getting listed on a publicly-traded exchange....

What Are the Key Differences Between Restricted Stock Units and Employee Stock Options?

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

Restricted stock units and employee stock options are commonly-awarded types of equity compensation that you may receive as part of your overall pay from your employer. While both restricted stock...

Insights

How Incentive Stock Options May Be Taxed: And Some Caveats About Seeking A Qualified Disposition

Should You Really Sell Your Vested Restricted Stock Units? The Answer Is a Resounding “Maybe”

83(b) Elections: What they are, and What You Need to Know

A Timeline of Events for Your Incentive Stock Options

How to Use Restricted Stock Units to Fund Financial Planning Goals

How to Choose if Offered Restricted Stock Units or Non Qualified Stock Options

How to Coordinate a Donor Advised Fund and Your Equity Compensation

What is a Donor Advised Fund and Why You Might Want to Donate Low Basis Stock

What You Should Know About the Alternative Minimum Tax and Incentive Stock Options

6 Tips to Manage and Mitigate the Alternative Minimum Tax on Incentive Stock Options

What to Expect When Your Company IPOs and How to Prepare for a Liquidity Event

What Are the Key Differences Between Restricted Stock Units and Employee Stock Options?

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