Incentive Stock Options The Post-IPO Lockup Playbook for Equity Holders June 12, 2026 - If you’re an employee or equity holder of a company undergoing an IPO, your shares may be your single largest financial asset. With several major…
Incentive Stock Options Own Stock in a Company Planning an IPO? Here’s Answers to FAQs May 22, 2026 - Following headlines of imminent IPOs at prominent technology companies, such as SpaceX and OpenAI, employees and private market investors are looking to maximize their potential…
Incentive Stock Options Turning Equity Compensation into a Strategic Asset October 16, 2025 - Equity awards have become increasingly popular among employers, as they can enhance employee retention, motivate performance, and be tied to metrics that align with broader… Jacob Ward and Joshua Norman
Incentive Stock Options Incentive Stock Options and the Alternative Minimum Tax Catch-22 July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you… Joe Ferreira, Sam Marshall and Jack Rabuck
Incentive Stock Options Lessons from Nvidia: Managing Concentrated Stock February 5, 2025 - At Cerity Partners, we specialize in assisting executives, founders, and long-term shareholders in managing the challenges of concentrated stock holdings. Our customized strategies are designed… Justin DuMouchelle, Partner & Practice Leader
Incentive Stock Options The Taxation of Restricted Stock Units June 1, 2023 - Restricted stock units (RSUs) are a special form of employee compensation, taxed uniquely. Upon vesting, they're taxed at the federal level, and later treated as… Zach Woodward, Senior Principal
Incentive Stock Options RSU Taxes Explained and 4 Tax Strategies for 2023 March 16, 2023 - Restricted Stock Units are a popular form of stock compensation that are taxed as income as they vest. Learn how RSUs work and strategies to…
Incentive Stock Options Employee Stock Purchase Plan: The 5 Things You Need to Know January 24, 2023 - Offered by most publicly traded companies, an Employee Stock Purchase Plan is an employee benefit that allows you to purchase shares of your company stock…
Incentive Stock Options Should You Consider Exercising ISOs Now? May 24, 2022 - While tech stocks have had a challenging start to 2022, this environment could present an opportunity for you to take advantage of their incentive equity. Daniel Park, Partner
Incentive Stock Options What’s My Tax Strategy? July 1, 2021 - My company will complete an IPO soon — what should I do with my equity awards? What’s my tax strategy? Aaron Waxman, Partner
Incentive Stock Options My company is publicly traded but I’m subject to insider trading restrictions July 1, 2021 - A 10b5-1 trading plan is a way for insiders to sell company stock throughout the year. Trading plans must be submitted for approval in an… Aaron Waxman, Partner
Incentive Stock Options Going Public With SPACs October 4, 2020 - For private companies interested in going public, but may not have access to the capital markets required to IPO, being acquired by a SPAC can…
Economic and Market Outlooks Second Quarter 2026 Review and Third Quarter 2026 Economic and Market Outlook July 6, 2026 - Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns.
Economic and Market Outlooks Video: July 2026 Economic and Market Outlook July 1, 2026 - In our July outlook, Partner and Chief Market Strategist Jim Lebenthal describes broadly healthy financial conditions, including the S&P 500 up 8% year to date,…
Individuals and Families Tax Challenges Every Business Operating in Multiple States Must Navigate July 14, 2026 - Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch…