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 […]
When to Exercise Stock Options Startup and Before IPO
Deciding when to exercise stock options in your startup before it’s sold or has an IPO can be a pretty sticky situation. For one, you have no idea what’s going to happen in the future: your startup could have a successful IPO and you could make millions because you decided to exercise your options now… […]
How Much of My Company Stock Should I Own? – 3 Steps
Most of the time, tech employees think it’s a good idea to keep “some, but not all” of their company stock. And as long as they believe in the company, we agree with them 110%. The only problem is, “some but not all” is not a specific number. If you don’t know what that specific […]
Employee Stock Options Explained: How to Avoid 3 Killer Mistakes
Employee stocks options is a long, complex topic that we simplify by helping you avoid the three killer mistakes. You know them well: Surprise huge tax bills Over concentration in single tech stocks Too much cash sitting around not invested Together they will leave your employee stock option and RSU plan bloodied and bruised. We […]