Equity Compensation

An IPO transforms paper wealth into real liquidity, but without a plan, taxes can quietly erode up to 50% of your windfall. Are you ready for the "double-trigger" RSU tax bomb or the AMT trap hidden in your ISOs? Don't wait for the bell to ring. Our latest guide maps out the exact timeline, from the S-1 filing to the lock-up expiration, so you can bridge the withholding gap, maximize your ESPP, and secure your financial future.

Your startup equity could be worth millions, but a 7-figure tax bill looms. A little-known tax rule, QSBS, could legally erase it. Here's a guide to see if you qualify for a 0% tax rate on up to $15M in gains.

Your concentrated stock position feels like a win, but it's a ticking tax bomb. Selling means a huge tax bill and holding means huge risk. This isn't a choice between two bad options. There's a third way forward. Learn the strategies savvy investors use to diversify their stock, reduce risk, and legally minimize taxes.

our company just announced a tender offer. Before you sell, know this: one wrong move could trigger a surprise W-2 from the IRS, costing you thousands in taxes. This guide gives you a framework to not only avoid costly mistakes but to use the offer to strategically build wealth.

The sad truth about an acquisition windfall? A single tax misstep can cost you six figures. This guide reveals the critical ISO strategies you must know before your company's deal closes to protect your hard-earned equity from the IRS.