Stock Compensation

  • Restricted Stock Options (RSUs)

    Restricted Stock Units (RSUs) can be a valuable part of your compensation, but they also come with important tax implications. In this article, we break down how RSUs are taxed, when taxes are due, and strategies to plan effectively.

  • Incentive Stock Options (ISOs)

    Incentive Stock Options (ISOs) offer unique tax advantages, but they also come with complex rules—especially around AMT and timing. This article explains how ISOs are taxed and what to consider when exercising or selling your shares.

  • Employee Stock Purchase Plan (ESPP)

    Employee Stock Purchase Plans (ESPPs) can be a great way to buy company stock at a discount, but the tax rules can be tricky. This article breaks down how ESPPs work, the key tax implications, and how to make the most of your benefits.

  • Non-Qualified Stock Options (NSOs)

    Non-Qualified Stock Options (NSOs) are a common form of equity compensation, but they’re taxed differently than other types of stock options. This article explains how NSOs are taxed at exercise and sale, and what to consider when planning your strategy.

  • Sourcing Explained

    When it comes to RSUs, ISOs, NSOs, and ESPPs, sourcing income—especially for cross-border employees—can get complex. This article compares how each type of equity is sourced for tax purposes and highlights what you need to watch out for.