Insights

We write about employee stock options, equity compensation, and financial planning in a way that is easy to understand.

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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...

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...

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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...

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A Comparison of Employee Stock Options vs. Restricted Stock Units

by Daniel Zajac, CFP®, EA | Last updated Mar 14, 2026 | 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...

Comparing Incentive Stock Options and Non Qualified Stock Options

by Daniel Zajac, CFP®, EA | Last updated Mar 14, 2026 | 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...

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

by Daniel Zajac, CFP®, EA | Last updated Jul 22, 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...

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

by Daniel Zajac, CFP®, EA | Last updated Aug 6, 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...

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

by Daniel Zajac, CFP®, EA | Last updated Jul 24, 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 Aug 22, 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 Jul 24, 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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