How Much Stock Should Founders Keep?
Explore how equity compensation evolves from founder shares to stock options and RSUs, and learn strategies to maximize your wealth.
From Founder Shares to RSUs: A Founder’s Guide to Equity Compensation
Explore how equity compensation evolves from founder shares to stock options and RSUs, and learn strategies to maximize your wealth.
What Happens If You Don’t Exercise Your Stock Options?
Be informed what happens if you don’t exercise stock options and the challenges that come as liquidity timelines shift.
How to Avoid Surprise Taxes on RSU Stock
Avoid surprise taxes on your RSU stock by understanding them so you can make strategic tax moves throughout the year
What Is a Cashless Exercise? (With Example)
Find out if you can use a cashless exercise for your stock options. Understand how it works better with our example in this guide.
ISO vs NSO: What Type of Stock Option Do You Have (And What Should You Do About It?)
Understand the key difference of ISO vs NSO to maximize your stock options and make smart tax decisions.
What’s The Difference between RSUs and Stock Options?
Learn the difference between RSUs and stock options to maximize gains and avoid overpaying on taxes.
Where to Find Your Stock Option Tax Documents (2025)
Tax season is here, and if you’ve had stock options vest, exercised options, or sold shares, you’re going to need some key tax documents. The problem? These forms don’t all come from one place. Some come from your employer, some from your brokerage, and some are buried in different portals you might not even remember […]
Why Tech Professionals Face RSU Tax Underwithholding Issues (and How to Fix It)
Struggling how to fix RSU tax underwithholding issues? Learn how to fix it and avoid future headaches with this guide!