Financial Planning Playbooks for Your Company
Deep-dive guides on navigating equity compensation, tax strategies, and financial decisions specific to your employer. Written by our advisory team, who regularly work with employees navigating equity compensation at these types of companies. As with all financial planning, individual outcomes will vary based on your circumstances
Palantir
How to Think About Your Palantir Equity
Explore concentration risk, tax mechanics, and hold vs. sell decisions.
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RSUs and PRSUs
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Concentration Risk
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Hold vs. Sell Strategy
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Withholding & Tax Timing
Key Takeaways
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Understand how RSUs and PRSUs are each taxed differently
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Learn factors that inform hold vs. sell decisions at each vest
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Explore how equity compensation fits into a broader financial picture
Anduril
How to Think About Your Anduril Equity
Navigate liquidity timing, taxes, and concentration decisions.
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ISO, NSO & RSU Tax Mechanics
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Liquidity Horizon & Tender Offers
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Concentration Planning
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Exercise, Hold, or Wait Framework
Key Takeaways
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Understand how ISOs, NSOs, and RSUs are each taxed differently
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Explore common tax tradeoffs, including AMT exposure on ISOs
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Review planning considerations relevant to private company equity decisions
Google
How to Think About Your Google Equity
Explore concentration risk, tax withholding, and how your equity fits with your benefits.
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GSU Vesting & Refresh Grants
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Concentration Risk
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Withholding Gaps & Tax Timing
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Benefits Coordination
Key Takeaways
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Understand how GSU vesting and refresh grants are taxed
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Learn why GSU withholding can fall short of what you actually owe
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Explore how your 401(k) match, mega backdoor Roth, and HSA fit alongside your equity
What's Inside Each Guide
Our company guides are designed to address the specific compensation structures, tax considerations, and planning factors relevant to each company.
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Equity Comp Breakdown
Detailed analysis of RSUs, ISOs, NSOs, PPUs, or other equity structures specific to the company.
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Tax Strategy Playbook
Multi-year tax projections, AMT planning, and optimization strategies tailored to compensation type.
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Company-Specific Context
Insights on tender offers, secondary markets, vesting schedules, and historical liquidity events.
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Action Checklists
An overview of factors to consider when thinking about exercise, sale, or hold decisions in the context of your equity compensation.
