Free Equity Compensation Webinars

Join a free live webinar on how RSUs, stock options, and ESPPs are really taxed, and get our complete equity compensation guide, free.

Step 1 of 5

Where should we send your webinars and guide?

First name

Which webinar time works best?

Wednesday afternoon Saturday afternoon Either works

We'll email you a Google Meet invite to the next scheduled session.

What kind of equity compensation do you have?

Select all that apply.

RSUs Stock options (ISOs or NSOs) ESPP Restricted stock (RSAs) PSUs Not sure yet

Tell us about your company

Company name

The company your equity is from. This is usually your current employer.

Is it public or private?

Public company Private company Not sure

Do you expect an IPO, acquisition, or tender offer soon?

Yes, within the next 24 months Maybe No Not sure

Have you exercised any of your stock options?

Yes, this year Yes, in a past year Not yet

After exercising, did you hold any of the shares?

This affects whether the alternative minimum tax (AMT) may apply.

Yes, I still hold shares from an exercise No, I sold them right away Not sure

What would you like the webinars to cover?

Pick as many as you like.

RSU withholding and cost basis AMT and exercising options ESPP lookbacks and taxes 83(b) elections and startup equity Planning for an IPO or acquisition Multi-state taxes Selling and diversifying tax-smartly

Would you like a CPA to look at your own situation?

Totally optional. The webinars and guide are yours either way.

Yes, please reach out Maybe later No, just the webinars and guide

A few quick details so we come prepared

All optional.

About how much equity vests or is exercised each year?

How many states did you live or work in this year?

Are you under 30?

Yes No

If so, early-career pricing may apply.

Best way to reach you

Email Phone

We use your answers to tailor what we send you. If you ask us to reach out, we'll follow up with you directly, and you can opt out of emails anytime.