Incentive Stock Options Insights

Zach Woodward

Principal

Executive Financial Counseling

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 normal shares with tax implications during sale.

Daniel Park

Partner

Employee Stock Purchase Plans

Should You Consider Exercising ISOs Now?

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.

Aaron Waxman

Partner

Incentive Stock Options

What’s My Tax Strategy?

My company will complete an IPO soon — what should I do with my equity awards? What’s my tax strategy?

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Michael Disharoon

Partner

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.