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Matt Munro, CFP®

Matt has over 10 years of wealth management experience, specializing in concentrated stock management and equity compensation. He believes in building deep relationships with his clients to better assist them with identifying their financial goals and developing comprehensive financial plans to provide a framework for obtaining those goals. Matt holds a B.A. in Financial Counseling and Planning from Purdue University and the program is ranked by Financial Planning as one of the Top 25 Great Financial Planning programs within the United States.

Executive Compensation

Tax Implications & Key Considerations: RSUs, NQSOs, ISOs, and QSBS

RSU, ISO, NQSO, and QSBS: What Are the Differences?

RSU, ISO, NQSO, and QSBS: The alphabet soup of executive compensation. For most employees, the names themselves are difficult to navigate, let alone the tax implications involved with each type of compensation.

Equity compensation can be complex, and with the rise in popularity of equity as a form of compensation, it is more important than ever to understand the details as the equity comp can often be many times greater than base salary.

When working with equity compensation clients, the most commonly asked questions are: What are the differences between each type, and how do I minimize the tax?

Let's start with an overview of the various stock compensation categories.

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