Understand how performance-based equity works — performance metrics, payout tiers, threshold vs. target vs. maximum, settlement dates, and how your company's results directly affect what you receive.

Employee Stock Purchase Plans offer a 15% discount with a powerful look-back provision — but most employees do not understand the tax rules. Covers qualifying vs. disqualifying dispositions and how to maximize your benefit.

The definitive plain-English guide to incentive and non-qualified stock options — how they work, how they are taxed differently, the 90-day exercise window, AMT implications, and when to exercise.

Everything you need to know about Restricted Stock Units — from grant to vesting to taxes. Covers how RSUs are taxed, sell-to-cover mechanics, the withholding gap, and what to bring to your CPA.