Most employees with stock options make one costly mistake during a tender offer. Here is how to avoid it and make a smart decision with your equity.
QSBS benefits don’t start until you exercise. Wait too long and you can lose tax-free gains worth hundreds of thousands. Here’s how to plan ahead.
Holding too much company stock creates risk, tax traps, and tough choices. Here’s how to match your priorities to the right strategy.
Equity isn’t one-size-fits-all. Cash, stock swaps, AMT, and vesting rules all shape your payout. Here’s how to decode the fine print.
Many employees hold ESPP stock too long chasing tax breaks, only to watch gains vanish. Here’s how to create a better plan.
Exercising stock options can create surprise tax bills. Here’s the difference between ISOs, NSOs, and how AMT fits in.
RSUs create two taxable events: income at vesting and potential gains at sale. Here’s how to avoid surprise tax bills.
