Insights
We write about employee stock options, equity compensation, and financial planning in a way that is easy to understand.
8 Things to Know About AMT Credit and Incentive Stock Options
Incentive stock options (ISO) and the alternative minimum tax (AMT) go hand in hand (here’s an in-depth guide on their correlation if you’re unfamiliar). If you exercise and hold ISOs...
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What is an Exchange Fund and How it Can Mitigate Stock Concentration
If you’ve received a significant share of company stock, or your positions have grown meaningfully post-IPO, you may be searching for strategies to mitigate downside risk and diversify your portfolio....
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RSUs 101: An Introduction to Restricted Stock Units
If your employer offers restricted stock units (RSUs) as a form of equity compensation, you likely have questions about managing it effectively alongside the other pieces of your financial picture....
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What Is A Charitable Remainder Trust?
For executives and entrepreneurs holding highly appreciated assets, the need for diversification becomes increasingly important. Selling stock outright, however, can incur a sizable tax bill—making it difficult to balance concentration...
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What to Know About Your Post-Termination Exercise Window for Equity Compensation
Equity compensation is an effective tool for attracting and retaining highly qualified employees. But if you’re like most Americans, it’s unlikely you’ll remain with your current employer all the way...
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