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NSOs · Case studies
Illustrative scenarios, start to finish.
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Case study: a large NSO exercise in one year
A director exercises $300k of spread at once, gets surprised by the bracket math, and learns the lever was the calendar all along.
Case study
Case study: exercising NSOs during a sabbatical
A year off dropped the bracket, and a planned NSO exercise rode the savings down with it.
Case study
Case study: spreading NSOs across three years
How staging exercises across three years kept one engineer out of the top bracket and saved five figures.
Case study
Case study: an advisor's NSOs taxed on a 1099
No employer withholding meant the entire tax bill on the spread came due at filing, with nothing set aside.
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