Videos and downloads

Downloadable resources

Understanding Your Equity Compensation:
A plain English guide to RSUs, ISOs, NSOs, & ESPPs, helping high earners understand taxes, concentration risk and key equity decisions with clarity.
The Equity Transition Checklist
Leaving a job with RSUs, stock options, ESPP, or company stock? Use this checklist to review taxes, deadlines, and key equity decisions.
The Equity Compensation Transition Guide
Leaving your company? Learn how RSUs, stock options, ESPP, deferred comp, taxes, and concentrated stock may be affected by a career move.
Equity Compensation Checklist
A practical self-assessment for high-earning professionals with RSUs, stock options, bonuses, or concentrated company stock.
The Hidden Planning Value of RSUs
A case study of turning underwater RSUs into a tax-smart college funding strategy, for high-earning professionals with equity compensation.