Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
What happens to unvested options and RSUs in an acquisition depends on documents most holders have not reread. Topics to review with your advisors early.
Phantom equity and SARs look like stock but pay out as cash. These are the topics to review with your advisors before a payout event arrives.
A plain-language look at the exercise window, tax, and cash questions that come up when you leave a company holding vested stock options.
ESPP shares carry qualifying and disqualifying disposition rules that change your tax bill. Here is what to review before your next sale.
A look at where a QDRO applies to equity compensation in a divorce, where it doesn't, and what typically needs a separate agreement instead.
Questions worth raising with a tax advisor about Section 1202 eligibility, the five-year holding period, and what varies by state.
The 83(b) election has a strict 30-day filing window with no extensions. These are the topics worth raising with your tax advisor before that clock starts.
ISOs carry a tax wrinkle that catches people off guard. Here is what the AMT interaction involves and what to review before exercising.
Adopting a 10b5-1 trading plan involves cooling-off periods, good faith requirements, and coordination most people don't plan for.
