Inside this guide, you’ll discover:

• Equity basics demystified — Understand RSUs, NQSOs, ISOs, and ESPPs, and how each is taxed
• Tax optimization strategies — Learn how to minimize tax liability and retain more of your gains
• Timing & execution — Know when to sell, when to hold, and when to use a 10b5-1 plan
• Risk management & diversification — Avoid overexposure to your company’s stock
• Long-term planning — Align your equity strategies with personal goals, retirement, and legacy.

Why This Guide Matters

As an executive (director, VP, or C-suite), equity can comprise a significant portion of your total compensation. But that also means higher stakes—and higher complexity. Without careful planning, you risk:

• Missed opportunities
• Excessive tax burdens
• Overconcentration in one stock
• Regret down the road

This guide helps you turn complexity into clarity. It’s a step in building a more resilient, informed, and strategic financial future.

Already downloaded?

Let’s take this discussion to a more personal level.

Contact Aspiriant.