Meet The Author Aaron Waxman Partner Aaron is a Partner based in the San Francisco office. He provides comprehensive investment and planning advice to individuals. While Aaron works with a wide... Learn More
Executive Financial Counseling The Taxation of Restricted Stock UnitsRestricted 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…
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.