What we look at
- ISO exercise timing and alternative minimum tax exposure
- NSO exercises and withholding shortfalls
- RSU vesting and the gap between withholding and actual tax
- ESPP purchases and qualifying versus disqualifying sales
- 83(b) elections for early-exercised or restricted shares
- Reducing a concentrated position over several years
Part of the whole family plan
Equity decisions are modeled inside the family’s multi-year projection, alongside charitable giving, retirement savings and state residency. That shows the effect of each exercise or sale on the household, not only on the grant.
Prefer to model cases yourself?
If your advisors want to run equity compensation scenarios on their own, EquityNav also makes equity compensation planning software for advisors.
See the EquityNav software