Guides, playbooks, and planning resources
Resources
We’re putting together a small library of high-signal equity comp planning guides for RIAs and CPA firms. You can link to these from the nav and share them with clients.
ISO & AMT Planning Guide
Coming soonA practical walkthrough of AMT exposure, scenarios, and what to present to clients.
RSU Tax Planning Playbook
Coming soonHow to model vesting, withholding, and what to do when clients have multiple grants.
83(b) Election Explained
Coming soonThe decisions, the deadlines, and how to document the recommendation.
Want these sooner?
If you tell us your most common client questions (ISO, RSU, ESPP, 83(b), etc.), we’ll prioritize the first guides.