Resources

The community, the newsletter, and the tools and references worth keeping handy.

On this site

The interactive tools, and a fast way into everything else.

Tools & calculators

Every calculator and worked example here, starting with the combined tax estimator.

Combined federal tax estimator

Set your wages and gains and watch the whole federal bill break out, AMT and surtaxes included.

Plain-English overviews if you want a second voice on the basics.

Carta: Employee equity

Vesting, strike price, exercising, taxes, and liquidity, plus a free equity calculator. Strong for private-company employees.

Charles Schwab: Equity compensation

Clear guides and videos on RSUs, options, ESPPs, taxes, and concentration risk. Good public-company context.

Index Ventures: Rewarding Talent

How companies design option plans, with benchmarks. Useful for reading an offer from the other side.

Investopedia: Employee stock options

Quick, neutral reference for how the pieces work, with related RSU and ESPP pages.

When you want the long version, or strategies for your exact grant.

Holloway: Equity Compensation

A comprehensive reference covering stock types, vesting, dilution, 83(b), the AMT trap, and evaluating private stock.

EquityFTW

Free, sharp articles from equity-focused planners on RSUs, ISOs, and ESPPs, plus a few calculators.

myStockOptions

A deep library of articles, FAQs, and calculators across every equity type and scenario.

Fairmark

Plain-English tax explainers from Kaye Thomas, author of Consider Your Options.

When you want it from the rulebook. We link these inside the guides too.

IRS Topic No. 427 (Stock options)

The IRS overview of ISO and NSO taxation.

IRS Publication 525 (Taxable income)

How equity comp income is treated, including ESPPs and RSUs.

Section 1202 (QSBS)

The statute behind the qualified small business stock exclusion.

Live Q&A, the playbooks behind the answers, and people working through the same equity decisions.

New guides plus the tax-law changes that affect your equity.