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

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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 Jul 24, 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 Aug 22, 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...

6 Advanced Planning Ideas to Use When Your Restricted Stock Units Vest

by Daniel Zajac, CFP®, EA | Last updated Aug 22, 2025 | Restricted Stock

Restricted stock is often considered the simplest type of equity compensation to understand. And relative to other types of equity you could receive, this might be true. But that doesn’t...

How to Prepare for the Impact of Restricted Stock Units on Your Cash Flow, Tax Bill, and Investment Portfolio

by Daniel Zajac, CFP®, EA | Last updated Aug 22, 2025 | Restricted Stock

Restricted stock units are often considered the most straightforward type of equity compensation. Unlike other ways that employees can receive shares of company stock, restricted stock units (or RSUs) often...

What You Need to Know about Double-Trigger Restricted Stock Units

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

If you work for a private company and receive restricted stock units as part of your compensation package, that equity compensation may have a double-trigger provision. While not all restricted...

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...

What Is Cost Basis and Why Is It Important for Equity Compensation?

by Daniel Zajac, CFP®, EA | Last updated Jul 22, 2025 | Equity Compensation

If you have equity compensation, you may wonder how the value of the shares you hold may influence your tax bill -- or how vesting, exercising, and selling your shares...

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...

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