Equity can be complex. However, equity can be a considerable part of compensation packages and can take many forms, including stock options. Withum’s Founders and Tech Executive Services Team is here to help simplify equity compensation and explain some general tax considerations of several types of equity compensation. Learn more by viewing our short video series below.
Restricted Stock Awards (RSAs)
Incentive Stock Options (ISOs)
Incentive stock options (ISOs) are popular measures of employee compensation received as rights to company stock.
Nonqualified Stock Options (NSOs)
Nonqualified Stock Options (NSOs) are any stock options other than ISOs, which can be granted to employees, independent contractors and non-employee directors.
Restricted Stock Units (RSUs)
Restricted stock units are issued to employees through a vesting plan and distribution schedule after they achieve required performance milestones or upon remaining with their employer for a particular length of time.
Comparing Equity Compensation Awards View our guide for a list of comparisons between different equity compensation awards that companies should be aware of. While this is not meant to be […]
Due to the magnitude of merger and acquisition (M&A) activity in both the private and public markets, it is important for founders, executives, and employees to all consider the effect […]
Founders and executives face unique situations and tax issues that are distinct from their businesses. Reach out to our team to learn how we can help you mitigate taxes, maximize wealth and achieve your goals.