Avoid These 5 Equity Compensation Mistakes at Tax Time
When David, a software engineer at a Pasadena tech firm, sat down with his tax preparer last April, he expected a modest refund. Instead, he owed $47,000. The shock wasn’t just the amount but the fact that he had no idea it was coming. “I have RSUs that vest quarterly,” David explained when he called […]
RSUs vs. Stock Options: Which Type of Equity Compensation Are You Getting (And Why It Matters)
At 56, David thought he understood his compensation package from the technology company where he’d worked for eight years. He knew he had “stock stuff” that vested over time, and he’d been told it was valuable. But when he sat down to review his retirement readiness, he realized he couldn’t answer basic questions: What exactly […]