Free Tech Equity Tax Flowchart Vault

See Exactly What To Do With Your RSUs, ISOs, and ESPPs At Tax Time.

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    • RSU flowchart: what to do at grant, vest, and sale.
    • ISO + AMT decision map: when AMT risk appears and how to plan.
    • ESPP cheat sheet: how discounts and holding periods affect taxes.
    • Tax timeline: what to pay and when to avoid penalties.

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