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Resources


The 83(b) Election Explained: Deadline, Risks, and When It Makes Sense
The 83(b) election has a strict 30-day IRS deadline. Learn what it does, when startup employees use it, and the risks to weigh first.
2 days ago


RSU vs ISO vs NSO: What's the Difference and How Is Each Taxed?
RSU vs ISO vs NSO: how each equity type is taxed, when tax hits, and what Bay Area tech employees should plan for.
2 days ago


Should You Exercise Your ISOs Early? A Tax Planning Guide for Silicon Valley
Early ISO exercise can save you significant taxes — but only if timed correctly. This guide explains the strategy for Silicon Valley startup employees.
Jul 22


How to Build a Financial Plan Around Stock Options at a Pre-IPO Startup
Working at a pre-IPO startup with ISOs or NSOs? Here's how to build a financial plan around your equity before the liquidity event.
Jul 22
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