Equity and taxes for green card and visa holders
Most equity and tax guidance quietly assumes you're a U.S. citizen. If you hold a green card or a visa, some of it applies differently, and a few rules exist ...
Decisions and taxes
When you exercise and when you sell can change your tax bill dramatically. Understand the tradeoffs proactively, before you've incurred any tax liability.
Decisions and taxes
Decisions and taxes
QSBS and Section 1202: what it is and when it can apply
Qualified small business stock, or QSBS, is one of the most valuable provisions in the tax code for early shareholders, and one of the most misunderstood. It ...
Decisions and taxes
How AMT works when you exercise incentive stock options
One of the most surprising tax bills in equity compensation comes from the alternative minimum tax, or AMT. It can arrive in a year when you haven't sold ...
Decisions and taxes
Why your RSU tax withholding may not cover your tax bill
The most common money surprise after a liquidity event isn't a bad investment. It's a tax bill that's much larger than expected, because less tax was withheld ...
Decisions and taxes
Exercising stock options: how the taxes work, with an example
When you exercise options, and when you sell the shares, can change how much you keep. Here's how the main choices work, with a simple example.
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