Tech employees often face a double-edged sword: while many receive substantial compensation through equity, it frequently leads to over-allocation to a single company and significant tax burdens.

In this episode, @Josh breaks down the complexities of equity compensation and smart tax planning strategies. Josh Radman is a fiduciary, certified financial planner, and enrolled agent (which qualifies him to prepare tax returns and to give tax advice). His focus is on helping tech and mid-career professionals navigate tax planning and equity compensation. After graduating from Harvard Business School and entering the tech industry, he had trouble finding someone who could help him with his equity questions and decided to make a career pivot and become an advisor to help those in similar situations. Now, he guides clients through tax optimization, equity strategy and broader financial planning.

Define RSUs, ISOs, NSOs
Easy tips tech employees can use to reduce their tax bill
When to exercise stock options?
Which share tranches should I prioritize
How real estate affects tax planning
Suggested withholdings or estimated tax payments
The best balance in terms of salary and stock compensation
Alternative Minimum tax and how to avoid it

Equity Compensation & Smart Tax Planning