Your equity tax questions, answered
If you have ISOs, NSOs or RSUs, our free equity tax insights tool helps you understand your tax liability in various different scenarios.
If you have ISOs, NSOs or RSUs, our free equity tax insights tool helps you understand your tax liability in various different scenarios.
Understand your tax liability and run different tax scenarios for your startup equity
Use our free tools to project future exercise and sale events. You can run multiple scenarios at once to compare taxes and take-home amounts.
Use our free tools to project future exercise and sale events. You can run multiple scenarios at once to compare taxes and take-home amounts.
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UNDERSTAND YOUR TAX LIABILITY
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MINIMIZE ALTERNATIVE MINIMUM TAX (AMT)
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MAXIMIZE LONG-TERM CAPITAL GAINS
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NO COST
How it works
Add your company details
Tell us about your company and employment.
Add your equity details
Add your equity holdings, like ISOs, NSOs, and RSUs.
Add your liquidity event details
Enter a future liquidity event to see exercise/sell scenarios.
Want to speak with an advisor? Try our 1:1 equity tax planning session.
Your 1-on-1 virtual meeting with an equity-experienced tax advisor can help you understand the tax implications of your equity decisions and the best financial moves to support your goals.