Harvest Your Equity: Avoid Tax Traps and Bring Home the Most Money from Employee Stock Options and RSUs

Stock options and restricted stock units (“equity awards”) are a powerful incentive that can pay off big. But not understanding how to manage them can cost you big as there are significant income tax landmines and financial planning issues to navigate. Just like a farmer wants to harvest his crops at their peak and before a plague of locusts arrives, you want to “harvest” your equity awards when it will produce the best yield and avoid sacrificing too much to our version of the plague of lo...