Service · From $1,200
Equity comp, modeled before you exercise.
ISO AMT exposure, RSU withholding gaps, ESPP lookbacks, 83(b) timing, NSO decisions. Decisions made in April show up for a decade.
What's included
Scope.
- ISO AMT modeling with tranche-level exercise plans
- RSU withholding-gap projection and Q4 estimates
- NSO exercise timing across marginal-rate years
- 83(b) election drafting and filing
- ESPP disqualifying vs. qualifying disposition analysis
- State sourcing for multi-state vesting
- Integration with 1040 preparation
Pricing
$1,200+
Equity-comp planning · integrates with 1040
Multi-year modeling and liquidity-event planning scoped separately.
Questions
Common questions.
My employer withholds 22% on RSUs. Why do I owe more?
Because 22% is the supplemental wage rate. If your marginal rate is 32% or 37%, the gap compounds across the year. We model it and recommend a Q4 estimate that closes the gap.
Should I exercise ISOs early?
Depends on the current FMV minus strike, your AMT exposure, and your conviction on the stock. We model regular tax and AMT side-by-side and find the tranche that keeps you under the crossover.
Model the year before you live it.
Book a call. Most equity-comp clients save more than the engagement fee on a single decision.