What are the tax implications of ISOs, NSOs, and RSUs?

 

**This blog and podcast episode is for educational and informational purposes only and should not be considered investment advice**

 
Josh Radman

Josh helps millennials with tax strategy and equity compensation. He has helped numerous tech professionals develop strategies around their IPOs, tender offers, AMT projections, RSU diversification plans, ISO exercises, and much more! Josh is a 100% fiduciary, CERTIFIED FINANCIAL PLANNER(TM), and Enrolled Agent, the highest designation awarded by the IRS.

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Should I sell or hold my RSUs upon vest? Here’s the data.

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7 Tax-Efficient Ways to Divest Your RSU Shares