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Educational Essentials

Qualified small business stock (QSBS)
Qualified small business stock (QSBS)
Understand the qualified small business requirements and how to take advantage of QSBS tax treatment for eligible stock options.
How stock options are taxed: A complete guide
How stock options are taxed: A complete guide
Learn about stock options taxes, including the tax treatment differences between ISOs and NSOs, holding periods, exercising, and the alternative minimum tax.
How stock options work
How stock options work
Learn the fundamentals of stock options, including the different types, how they are granted and vested, and the process for exercising and paying taxes.
Vesting: A guide to equity schedules
Vesting: A guide to equity schedules
Learn everything you need to know about vesting, including how vesting schedules work and how to structure them for your team.
Advisory shares: A founder’s guide
Advisory shares: A founder’s guide
Learn how advisory shares work for early-stage companies, and how to start issuing equity to your advisors with this comprehensive guide.
A founder’s guide to the 409A valuation
A founder’s guide to the 409A valuation
Learn everything you need to know about 409A valuations including what they are, when you need a valuation, valuation methodologies, and the full process.
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