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Exercising & taxes

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5 questions startup employees should ask a prospective financial advisor

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What to do with your stock options if you get laid off

How can a financial advisor help with your equity?

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How are non-qualified stock options (NSOs) taxed?

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What is a 409A valuation?
Exercising & taxes
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Exercising & taxes

How are non-qualified stock options (NSOs) taxed?

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What is a 409A valuation?

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How much will it cost to exercise my stock options?
Stock option basicsExercising & taxes
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What is a 409A valuation?

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How to avoid AMT when exercising your stock options
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How much will it cost to exercise my stock options?

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Will I owe taxes when I exercise my stock options?
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How to avoid AMT when exercising your stock options

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How are incentive stock options (ISOs) taxed?
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Will I owe taxes when I exercise my stock options?

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How are non-qualified stock options (NSOs) taxed?
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How are incentive stock options (ISOs) taxed?

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3 reasons why now is not the time to give up on your equity

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When should you exercise your stock options?

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When should you hire a financial advisor?

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How and when to file an 83(b) election

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3 things your financial advisor should know about equity

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How to navigate risk and reward with stock options

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Are my stock options worth it?

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What happens after you’ve exercised your stock options?

Tools & Calculators

Get a customized look at your equity

Stock Option Tax Calculator
See the costs to exercise your stock options, including taxes, based on your company's current valuation.
Calculate exercise tax costs
Exercise Timing Planner
Compare the difference in costs and future gains between exercising your stock options now versus waiting for your company to go public.
Decide when to exercise
Stock Option Exit Calculator
See how much you might potentially bring home if your company IPOs or exits.
Calculate potential gains
AMT Calculator
Calculate how many incentive stock options (ISOs) you can exercise in a calendar year without paying alternative minimum tax (AMT).
Calculate AMT
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