Equity Compensation
Equity compensation goes wrong in two predictable ways: a reporting error that taxes the same income twice, and a concentration problem where your portfolio and your salary depend on the same company. Both are avoidable, and both need deciding before you exercise rather than after.
Guides
Longer-form background on the whole subject.
Calculators
Free, no signup, and nothing you enter leaves your browser.
Articles
Specific questions, answered in plain language.
How an ESPP Is Taxed: Qualifying and Disqualifying Dispositions, With the Numbers
Two holding-period clocks, four worked sales of the same shares, why the qualifying rule saves less than it sounds, and the 1099-B basis error that taxes the discount twice.
Read the article →Non-Qualified Stock Options: How They're Taxed
Two taxable moments, one costly reporting error, and a withholding rate that is usually too low. What to check before you exercise, and what to check on your 1099-B afterwards.
Read the article →Want this applied to your own situation?
Everything here is general. A conversation is where it gets specific, and there is no cost or obligation in having one.