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!
Should You Exercise Incentive Stock Options in January? A Simple Guide
If you’re a tech employee, founder, or executive with incentive stock options (ISOs), you might be wondering when the best time to exercise them is. Maybe you’ve heard that January is the ideal month, but you’re not sure why—or if it even applies to you. You’re probably asking this question if: The good news? Exercising […]
When Should I Exercise My Private Company Stock Options?
Getting more stock options from your employer is always a good thing. After all, if you’re giving your all to help grow a company, shouldn’t you be rewarded when the massive success hits? I’ll always be a fan of my clients having as many stock options available as possible, but the truth is, in private […]