Timing & Life Events
Year-end planning for stock compensation, a pre-December-31 checklist, and how to respond when the price moves against you.
- Year-end tax planning for stock compensation
Most equity tax levers close on December 31. Q4 is when the planning actually happens.
- Stock comp checklist before December 31
A short list to work through in the final weeks of the year.
- What to do if your stock price drops after vesting
You owe tax on the vest-date value even if the shares are now worth far less. Here are the moves that still help.
- Navigating volatility with RSUs and stock options
Volatility is why equity is valuable and why it is dangerous. Rules beat instincts.