Equity Tax Planning

The Guide to Qualified Small Business Stock (QSBS) [Updated for 2025]

Discover the tax advantages of Qualified Small Business Stock (QSBS) with our all-encompassing guide. Perfect for entrepreneurs, early startup employees, and investors, we outline eligibility criteria, benefits, and best practices for making the most of this financial incentive.

What is the Alternative Minimum Tax? (Updated for 2025)

Get all the details of the Alternative Minimum Tax (AMT) system in our comprehensive guide. We break down the nuances of AMT tax rates, exemptions, and their potential implications.

young parents calculating and managing family budget while sitting at table with laptop at home

Understanding Employee Equity: RSAs vs RSUs

Learn the difference between restricted stock awards (RSAs) and restricted stock units (RSUs).

a business team meeting in an office setting

Secondary Stock Sales: A Guide for Startup Employees Looking to Sell Private Company Stock

Learn how private company secondary stock sales work and important considerations such as understanding your stock agreement and tax implications.

Man at a desk working on personal finances and taxes

A Simple Guide: How to Report Sell-to-Cover RSUs on Taxes

If you have RSUs, here’s how to report a sell-to-cover transaction on your tax return.

Startup Employee Equity Compensation: 5 Questions to Ask Before Accepting a Job Offer

If you’re looking at a job offer with equity compensation, ask these questions to make sure you understand what you’re signing up for.

a financial advisor meeting with clients

409A Valuation: How it Works and Common Questions

If you’re a startup founder or employee, you’ve likely heard of a 409A valuation. Maybe you’re in the process of conducting a 409A valuation? Either way, from early-stage companies, to more mature private companies, an accurate 409A valuation will help you stay in compliance with the IRS when offering equity compensation.

What Happens to Your Stock After Your Company is Acquired?

In this guide, we cover the common scenarios that startup employees with equity may face during an acquisition.

ISOs, RSUs, and NSOs. The alphabet soup of equity compensation

Equity Compensation: A Guide for Founders and Employees

Equity compensation can be a bit of an alphabet soup, with a long list of terms and acronyms to navigate. In this article, we'll define some of the most common forms of equity compensation issued by startups and established companies alike, including RSUs, ISOs, NSOs, and more.

What is an 83(b) Election and Should You File One?

If you’re a startup founder or a startup employee who received restricted stock, or you’re early exercising stock options, filing an 83(b) election can be a valuable tool to minimize taxes on your equity.