A new year can be an opportune time to review your equity compensation package. Not only does this give you a clean slate to work with, it affords you the most time to plan and implement your strategy for the fresh calendar year ahead. When it comes to annual planning […]
How to Determine the Right Time to Sell RSUs (and Why Selling Immediately Might Make Sense)
Restricted stock units are often offered as part of a compensation package to attract and retain key employees. They are restricted in that certain requirements must be met before the employee can obtain full ownership rights to the value of the units. Receiving your RSUs is usually contingent on staying […]
How to Use AMT Balancing to Manage Incentive Stock Option Cash Flow
If you have employee stock options, you need to determine what kind you have: incentive stock options (ISO) or non-qualified stock options (NQSO). The differences go far beyond their names. ISOs may provide tax advantages for you, assuming you meet certain requirements. For this reason, many people prefer incentive stock […]
New Resources on Equity Compensation, Blog Updates, and More
I’m passionate about using my experience to help people like you understand what to do with employee stock options, RSUs, and other forms of equity compensation. I spend a lot of time developing resources to educate on this topic because I believe it’s important that you know how to best […]
ESPP Tax Rules You Need to Know – And How They’re Affected by Qualifying Dispositions
An employee stock purchase plan, or ESPP, can provide employees of a company a vehicle through which to purchase that company’s stock. This is usually done through automated payroll deductions, which makes the system convenient, and employers may offer added benefits like discounts on the market price of the shares […]
9 Year-End Planning Tips for Your Equity Compensation
You might not give much thought to the equity compensation you receive throughout the year (until you’re forced to take action with it). But even if you do have a long-term plan in mind, it’s smart to pause periodically and review the overall strategy. The end of the year is […]
