83(b) Elections: What they are, and What You Need to Know
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)...
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Insights
We write about employee stock options, equity compensation, and financial planning in a way that is easy to understand.
A Timeline of Events for Your 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.
Read More How to Use Restricted Stock Units to Fund Financial Planning Goals
Employees who receive Restricted Stock Units (RSUs) as part of their compensation will have a number of things to consider. Tax implications, financial planning...
Read More How to Choose if Offered Restricted Stock Units or Non Qualified Stock Options
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
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.
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What is a Donor Advised Fund and Why You Might Want to Donate Low Basis Stock
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
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...
Read More 6 Tips to Manage and Mitigate the Alternative Minimum Tax on 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...
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What to Expect When Your Company IPOs and How to Prepare for a Liquidity Event
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....
Read More What Are the Key Differences Between Restricted Stock Units and Employee Stock Options?
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...
Read More 6 Advanced Planning Ideas to Use When Your Restricted Stock Units Vest
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...
Read More How to Prepare for the Impact of Restricted Stock Units on Your Cash Flow, Tax Bill, and Investment Portfolio
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...
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