Resources
A library of high-signal equity compensation planning guides for RIAs and CPA firms. Share these with clients or link to them from your website.
Free Tools
Interactive calculators and planners using current 2026 federal tax rates, AMT parameters, and FICA thresholds. No signup required.
QSBS Tax Planner
Model Section 1202 exclusion scenarios with trust stacking, SLANT, DAF strategies, and state-by-state tax treatment.
ISO Tax Calculator
Calculate AMT on exercise and tax implications for qualifying vs disqualifying dispositions.
NSO Tax Calculator
Estimate federal income tax, FICA, and state tax on NSO exercises and sales.
RSU Tax Calculator
Project taxes at vest and sale, including withholding estimates and NIIT.
Calculators are for educational and projection purposes only. Results use general assumptions and should be verified with a qualified tax professional. EquityNav does not provide tax, legal, or financial advice.
Product
Equity Compensation Planning Software for RIAs and CPA Firms
How EquityNav helps advisory and CPA firms model ISOs, NSOs, RSUs, ESPPs, AMT scenarios, and concentrated stock decisions with deterministic logic.
Technical Tax Guides
ISO vs NSO: Which Stock Option Is Better for You?
The core difference between ISOs and NSOs: how each is taxed at exercise, sale, and termination, plus the 90-day rule.
ISO AMT Planning Guide
The #1 pain point in equity planning: how ISOs trigger AMT, 2026 parameters, and six strategies to reduce risk.
ISO Qualifying vs. Disqualifying Dispositions
A clear breakdown of the 1-year/2-year holding periods and how tax treatment changes when clients sell early.
NSO Exercise Tax Guide
Ordinary income at exercise, withholding methods, basis tracking, and what changes at the later sale.
RSU Tax Planning
Sell-to-cover mechanics, why withholding gaps happen, and the playbook for quarterly/monthly vesting schedules.
RSU Wash Sale Rules in 2026
How RSU vesting can disallow capital losses under the wash sale rule, with worked examples and practical ways to reduce risk.
QSBS Explained: A Founder and Employee Guide
How Qualified Small Business Stock works, who may qualify, and what changed for newer shares under Section 1202.
Tender Offers Explained for Startup Employees
How startup tender offers work, how taxes apply, QSBS considerations, and how to decide whether to sell.
Practice Management
Equity Planning Workflow Template
Intake checklist, client outreach email template, and a clean deliverable outline you can reuse with every client.
Equity Comp Discovery Questions
A practical question bank plus red flags, doc requests, and what to watch for in portals and tax forms.
How to Price Equity Planning Services
Flat fee vs retainer vs hourly, what’s billable, and how to anchor fees to tax savings and risk mitigation.
How to Explain AMT and Withholding Gaps to Clients
Simple analogies and visuals to make AMT + RSU withholding gaps understandable (and actionable).
Case Studies
Pre-IPO ISO Exercise Timing: AMT vs. Liquidity
A realistic pre-IPO decision framework: exercise early vs wait for liquidity, plus a phased approach.
Google Quarterly RSUs: Withholding Gap Planning
A case study on monthly/quarterly RSU vesting: how the gap compounds and how to fix it before Q4.
Want a guide we haven't published yet?
Tell us your most common client questions (ISO, RSU, ESPP, 83(b), tender offers, QSBS, multi-state allocations, etc.) and we'll prioritize the next additions.