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Stock option and RSU grants

Learn how to avoid costly mistakes and make the most of your ISO and RSU grants with pre-emptive equity tax planning, expert exercise advice, and 1:1 education.

early startup employee with ISO equity grant

What you need to know

Key steps to consider, common mistakes, and services that can help you plan for now and for your future

1. Collect Full Information

Find out the full number of shares outstanding, any upcoming dilution of shares (funding rounds, new board members), and your own history with equity at other companies.


2. File Tax Forms

Depending on the type of equity (Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), etc) and the terms of your equity grant, you may want to do an early exercise and file certain tax forms, such as an 83(b) Election or Qualified Small Business Stock (QSBS) Exemption in order to save on taxes in case of a future liquidity event.


3. Calculate Potential Scenarios

Based on your strike price, current and future Fair Market Values (FMVs), you should have in mind several scenarios and cost/tax outcomes for both short- and long-term budgeting for tax payments, which can be substantial.

Common Mistakes

  • Equity fair market value

    Inaccurate calculation of equity value

  • Missing tax wins

    Acting too late to take advantage of major tax opportunities

  • concentrated risk

    Having too much concentrated investment risk in your portfolio

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