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Equity Compensation
Stock options, RSUs, ESPP


Tender Offer: Should I Sell My Private Company Stock or Hold On?
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.

Marcel Miu, CFA, CFP
3 days ago7 min read
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What Happens to Your Stock Options in an Acquisition and How to Reduce Taxes
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.

Marcel Miu, CFA, CFP
Sep 38 min read
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