Creative Design & Branding
Equity Compensation
Guides equity compensation planning for wealth management clients: RSU vesting and the supplemental-withholding gap, NSO and ISO exercise taxation, AMT on ISO spreads and the AMT credit, qualifying vs disqualifying dispositions, 83(b) elections for restricted stock, qualified Section 423 ESPPs, and managing concentrated employer stock (staged diversification, exchange funds, protective collars, charitable strategies, Rule 10b5-1 trading plans, Section 16 insider constraints). Use when the user asks about stock options, RSUs, ESPP purchases, or trading windows — e.g. 'my RSUs vested', 'should I exercise my ISOs', 'will I get an AMT hit', 'file an 83(b) election', 'disqualifying disposition', 'set up a 10b5-1 plan', 'I have too much company stock', or questions about selling employer shares as an executive or insider.
- Publisher / source
- JoelLewis/finance_skills (found on skills.sh)
- Upstream record
- JoelLewis/finance_skills
- Version
- Version 3
- Published
- Publication review
- Approved for publication
- Content fingerprint
dd849115e907f200fbbd975d9f9f114e8611089c3d6b3f4f96e5cf8799a55648