Resource library
Equity Compensation
RSUs, incentive and non-qualified options, and employer benefits.
About these resources
4 resources
Equity compensation concentrates both your career and your net worth in one company, and each award type is taxed on a different schedule. The decisions are about timing, diversification, and avoiding tax surprises.
These guides cover restricted stock units, incentive and non-qualified stock options, and the wider benefits package they sit inside.
What Issues Should I Consider Regarding My Incentive Stock Options?
ISOs come with unique tax rules, including AMT exposure. See what to review before you exercise.
Free PDF downloadEquity Compensation
What Issues Should I Consider Regarding My Non-Qualified Stock Options?
NSOs are taxed differently than ISOs. See what to review at grant, exercise, and sale.
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What Issues Should I Consider Regarding My Restricted Stock Units?
RSUs are taxed as ordinary income at vesting. See what's worth reviewing at each stage.
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What Issues Should I Consider With My Employer-Provided Benefits?
Retirement plans, insurance, and other benefits are easy to underuse. See what's worth a closer look.
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