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Incentive Stock Options Insights

Joe Ferreira, Sam Marshall and Jack Rabuck

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

Justin DuMouchelle

Partner & Practice Leader

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

Zach Woodward

Principal

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, Principal

Daniel Park

Partner

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

Aaron Waxman

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

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…

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Here are some valuable insights to read before your meeting

Economic and Market Outlooks

Video: August 2025 Economic & Market Outlook

August 1, 2025 - We’ve reached the second half of 2025. Will the drama that attended the first half of the year be worth it? Here’s why Jim Lebenthal…

Joshua Norman and Paul Chmielewski

Business Owner Advisory

13 Key Takeaways from the One Big, Beautiful Bill Act 

July 16, 2025 - Hear more from our specialists on 13 of the most important takeaways from the One Big, Beautiful Bill Act and its potential impact on your…

Rita Lee

Partner

Individuals and Families

Where Women Should Invest $1 Million 

July 15, 2025 - It’s important to consider how gender-specific financial challenges might impact large investments. Learn about the challenges & opportunities women face in investing.

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