Empower your team with equity tax education

Leverage real, actionable tax strategies from real experts to help your team make informed decisions on their equity compensation.

Give tailored equity education Help your team understand their equity compensation with advice on exercising and selling decisions, all from experienced Equity Tax Advisors.

• Unlimited 1:1 equity education sessions
• Review all equity grants
• Understand the cost of exercising options

Get expert tax advice for your team Go beyond education with personalized strategies to help employees understand the value, cost, and tax implications of their equity.

• Get insights on tax breaks and credits
• Model tax scenarios for exercising or selling
• Design equity plans that optimize tax benefits

Provide support beyond tax season Give your team year-round access to on-demand educational resources on equity awards, vesting schedules, valuations, and more.

• Tailored company-wide webinars
• Access videos covering equity and tax basics
• Reduce operational burden from your HR, finance, and legal team

Features

• Personalized Equity Plans: Develop tailored equity plans for companies based on their specific needs, growth stage, and industry standards.
• Expert Consultation: Provide access to a team of equity experts who can offer strategic advice and guidance on equity management, including best practices and compliance.
• Benchmarking Tools: Offer tools to benchmark a company’s equity compensation against industry standards and competitors, helping to ensure competitive and fair equity packages.
• Scenario Analysis: Enable companies to run various scenarios to understand the potential impact of different equity strategies on their cap table and overall financial health.
• Educational Resources: Create a library of educational resources, including webinars, articles, and guides, to help companies and employees understand the complexities of equity compensation.