a professional or an individual investor strategically moving chess pieces on a board

Beyond the W-2: Advanced Strategies for Minimizing RSU and Stock Option Tax

If you are a tech worker, executive, or senior employee, your company stock awards are a big part of your wealth. Restricted Stock Units (RSUs) and Stock Options (ISOs and NQSOs) are valuable, but their tax rules are tricky. Making a simple mistake can turn a huge bonus into a huge tax bill. The biggest…