Daniel Zajac, CFP®

Incentive Stock Options and Executive Compensation

I'm Daniel Zajac, CFP®, EA

I write about employee stock options and equity compensation in a way that is easy to understand.

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Whether you’re trying to figure out how to exercise your stock options or how those stock options may impact you at tax time, here are some resources to help.

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Recent Articles

In depth, digestible articles that help you make sense of your employee stock options and other equity compensation.

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

Updated March 24, 2021

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

Updated March 1, 2021

What to Do When Your Equity Compensation Is Granted and Vested

Updated October 29, 2020

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

Updated October 20, 2020

How Are Your Equity Compensation Stock Benefits Impacted by the Company’s Stock Performance?

Updated October 10, 2020

How to Determine When to Take Action on Your Public Company Equity Compensation Benefits

Updated October 1, 2020
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About Daniel

Daniel Zajac, CFP® is a CERTIFIED FINANCIAL PLANNER™ Professional who writes about equity compensation and employee stock options in a way that is easy to understand.

Contact Daniel

Simone Zajac Wealth Management
Whiteland Business Park
740 Springdale Drive, Suite 204
Exton, PA 19341

Phone: (610) 363-1344
Email: daniel@simonezajac.com

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