Equity Compensation

In-depth guides on equity compensation planning scenarios.

• Exercising Vested Options Now vs. Later: The NQSO Tax Trap That Costs You Long-Term Gains

  Why waiting to exercise foreign-startup options until the price jumps converts what could have been long-term capital gain into ordinary income — and how a Section 83(b) election changes the math.

• ISO Exercise and AMT: What Happens in the Years After You Exercise

  Why AMT from an ISO exercise is a one-time hit, how the credit carries forward, and what to watch for when you eventually sell.