Equity Compensation

Top 10 questions we help solve for.

• 1.My RSUs are vesting and I am not sure whether to sell right away or hold. What should I be thinking about?
• 2.How much of my net worth is tied up in my company stock, and is that actually a problem?
• 3.I have stock options that are about to expire. How do I decide which ones to exercise and when?
• 4.What is the tax difference between ISOs and NSOs, and does it actually change what I should do?
• 5.How do I avoid a surprise tax bill from exercising options or selling shares at the wrong time?
• 6.Should I be participating in my company ESPP, and if so, when does it make sense to sell those shares?
• 7.My company is going public or being acquired. What do I need to think through before that happens?
• 8.How do I diversify out of a concentrated stock position without triggering a massive tax event?
• 9.What is AMT and do I need to worry about it when I exercise my incentive stock options?
• 10.How do I build a plan around my equity comp so the decisions I make this year fit into a longer-term strategy?