Terms of use

Effective date: June 28, 2026

Agreement to these terms

These terms govern your use of Equitycompensation.com. By using this website, you agree to these terms. If you do not agree, do not use the site.

Educational use only

Equitycompensation.com publishes general educational content about equity compensation, taxes, investment planning, and related financial decisions. The content is not personalized financial, tax, legal, accounting, or investment advice. It does not account for your full facts, tax return, financial life, grant documents, employer plan, state residency, risk tolerance, or legal obligations.

Do not act on website content as if it were advice for you. Confirm the current rules and your specific facts with a qualified professional before making financial, tax, legal, or investment decisions.

No advisory or professional relationship

Reading this website, using a calculator, joining a community, submitting a form, sending a message, or booking an introductory call does not create an advisory, fiduciary, client, attorney-client, accountant-client, or tax-preparer relationship. Any advisory or professional services are provided only under a separate written agreement.

Tools, calculators, and examples

Tools, calculators, examples, and case studies are for illustration and education. They rely on assumptions, simplified inputs, and rules that may change. Outputs may be incomplete or wrong for your situation. They are not a guarantee, projection, recommendation, or substitute for a full review of your facts.

Your submissions

If you submit a contact form, newsletter form, fit-check form, email, or other message, you are responsible for what you send. Do not send Social Security numbers, account numbers, tax returns, passwords, private keys, full financial statements, or other highly sensitive information through ordinary website forms.

You give us permission to use information you submit to respond to you, operate the site, route your request, evaluate whether a planning conversation may be a fit, and keep reasonable business records.

Community and third-party sites

This site may link to third-party websites and services, including booking, newsletter, email, community, research, and educational resources. We do not control those third parties and are not responsible for their content, policies, security, or availability. A link does not mean we endorse every view, product, service, or statement on that site.

Community discussions are educational only. Posts by community members are not personalized advice from the site operator, are not testimonials unless clearly identified as such, and should not be treated as recommendations for your situation.

Intellectual property

The text, design, graphics, tools, site structure, and other content on this website are owned by the site operator or used with permission, unless stated otherwise. You may read, link to, and share pages for personal, noncommercial use. You may not copy, scrape, republish, sell, train models on, or create a competing content product from the site without written permission.

Acceptable use

You agree not to misuse the site. That includes:

• breaking, bypassing, or probing the site's security;
• using bots, scrapers, or automated tools except for ordinary search indexing;
• submitting false, misleading, unlawful, or harmful information;
• uploading or transmitting malware, spam, or abusive content;
• using the site to violate another person's rights or privacy.

No warranty

The site is provided "as is" and "as available." We work to keep the content useful and current, but we do not warrant that it is complete, accurate, current, uninterrupted, secure, or error-free. Tax, legal, and investment rules change, and website content may lag those changes.

Limitation of liability

To the fullest extent permitted by law, Equitycompensation.com and the owners, employees, contractors, and service providers who help operate Equitycompensation.com will not be liable for losses arising from your use of, inability to use, or reliance on this website or its content. This includes direct, indirect, incidental, consequential, special, punitive, and lost-profit damages, even if we were told those damages were possible.

Indemnification

To the fullest extent permitted by law, you agree to defend and hold harmless Equitycompensation.com and the owners, employees, contractors, and service providers who help operate Equitycompensation.com from claims, losses, liabilities, costs, and expenses arising from your misuse of the site, your violation of these terms, or your violation of another person's rights.

Changes to the site and terms

We may update the site, remove content, change features, or revise these terms at any time. Continued use of the site after changes are posted means you accept the updated terms.

Governing law

These terms are governed by the laws of the State of New York, without regard to conflict-of-law rules, except where federal law applies.

Contact

Questions about these terms can be sent through our contact page.