Fee-only advisors specializing in ISOs, NQSOs, and equity compensation.
Stock options are the highest-stakes tax decisions most tech employees will ever make. ISO vs NQSO treatment differs drastically; AMT traps can turn paper gains into out-of-pocket tax bills; 10b5-1 plans, 83(b) elections, and early-exercise windows have irreversible consequences. Wirehouse advisors typically don't model option grants correctly; spe
Situations we handle
- Should I exercise my ISOs now or wait?
- I'm hitting AMT this year — how do I minimize damage?
- Early exercise with 83(b) election — does it make sense for me?
- My company IPOed — 10b5-1 plan, gradual sell-down, what's my plan?
- NQSO vs ISO at the same strike — treatment differences over time?
- Pre-IPO options — exercise now or gamble?
Why a specialist. Stock option planning is dominated by irreversible decisions: early exercise is a one-time opportunity; 83(b) filings have a 30-day window; AMT exposure compounds across years. A specialist who has modeled hundreds of these plans spots traps a generalist will miss — and the cost of errors often exceeds 5-10x the advisory fee.
Tools & guides
ISO Exercise AMT Calculator
Model the AMT impact of exercising ISOs — the most common trap in tech equity compensation.
Stock Option Planning Guide
Detailed framework — rules, tradeoffs, and common mistakes.
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Fee-only advisor with no commission conflict. Free match.