Incentive Stock Option (ISO) Taxes: A Guide

Incentive Stock Option (ISO) taxes can be complex to navigate. This ISO tax guide explains the basics of how ISOs are taxed and what documents are needed to file in the U.S.

Non-qualified Stock Option (NQSO) Taxes: A Guide

Non-qualified Stock Option (NQSO) taxes can be complex to navigate. This NQSO tax overview helps you understand how your NQSOs are taxed and what documents you'll need to file in the U.S.

Employee Stock Purchase Plans (ESPPs)

Learn about Employee Stock Purchase Plans (ESPPs), including how to enroll and participate, and tax implications.

Why Overconcentration is Risky—and How to Avoid It

Overconcentration in a single stock—even your company's stock—is risky. Learn about overconcentration, how to avoid it, and what to consider before selling stock.

Restricted Stock: RSUs and RSAs

Information about restricted stock units (RSUs) and awards (RSAs), including what they are, how they're taxed, and how to sell your shares.

Performance Stock: PSUs and PSAs

Learn about performance stock units (PSUs) and performance stock awards (PSAs), including how to enroll and how they may impact your taxes.

What Happens to My Equity Compensation If I Leave the Company?

Leaving your job might have an impact on your equity compensation. Learn what happens to vested and unvested equity after leaving a job and rules around exercising stock options.

Managing Your Equity Compensation in a Down Market

Some equity compensation plans have protections built in to help you weather market downturns. If you're concerned about market volatility, here are a few strategies to consider.

When to Pay Taxes on Restricted Stock Awards

Restricted stock awards are typically taxed using their value on the vest date, but you can opt to use the value on the grant date with a Section 83(b) election instead.

Restricted Stock and Performance Stock Taxes: A Guide

Restricted stock and performance stock taxes can be complex. This article helps you understand how your award is taxed and what documents you'll need to file taxes in the U.S.