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Riley Hale - Equity Specialist Riley Hale - Equity Specialist

RSU Taxes: 4 Hidden Traps That Could Cost You Thousands (and How to Fix Them)

RSU taxes are filled with hidden traps that cost tech employees thousands—sometimes even leading to double taxation. In this post, you’ll discover four of the most common RSU tax mistakes, how to fix them with IRS-approved strategies, and simple ways to automate your tax savings. Learn how to protect your stock, cut your RSU tax bill by up to 50%, and keep more of what you’ve earned.

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Taxes, AMT, ISOs Riley Hale - Equity Specialist Taxes, AMT, ISOs Riley Hale - Equity Specialist

7 Tax Hacks for Incentive Stock Options

Incentive Stock Options were created by the government to give employees a tax benefit way build companies. Ironically, it’s one of the most booby-trapped forms of equity out there. As such, a few tips can go a long way. Here are 7 ways to reduce or avoid paying taxes on your incentive stock options.

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ESPPs, Taxes Riley Hale - Equity Specialist ESPPs, Taxes Riley Hale - Equity Specialist

Equity Guide for Changing Jobs

On average, $47k worth of equity is left behind per job change.  Whether you’re laid off, switching jobs, fired, or retiring, here’s what happens to your equity, how to strategize your exit, and how to potentially walk away with more equity.

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Taxes, IPO Riley Hale - Equity Specialist Taxes, IPO Riley Hale - Equity Specialist

Nobody tells you THIS when your company IPOs

An IPO has the potential to be the most life-changing day—completely reshaping your life's trajectory. Going public is romanticized, the stakes are highest, the lights are brightest…but it might not actually make you rich. The only certainty with IPOs is uncertainty.

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Taxes Riley Hale - Equity Specialist Taxes Riley Hale - Equity Specialist

How M&A Affects Your Equity

M&A can be difficult to explain because it’s a contract, and no one contract is the same. But today, I’m simplifying the complexity of M&A into 3 easy outcomes.

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