The Equity Compensation Blind Spot

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The Equity Compensation Blind Spot

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RSUs and stock options often make up the single largest slice of a high earner's net worth, and this episode breaks down the tax surprises that come with them. We explain why the standard withholding on vesting shares almost never covers what you'll actually owe, and why ISOs can trigger real tax bills before you've sold a single share. From there we cover why "just holding" concentrated company stock isn't the safe move it feels like, according to both the SEC and FINRA. Finally, we walk through the underused tools, like NUA elections and 10b5-1 plans, that actually manage the risk instead of ignoring it.

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