See salary, bonuses, deferred compensation, and equity alongside your household goals. Use Nino’s AI software to explore your options, or add a human CPA and CFP team to coordinate your financial plan and taxes.
Keep grants and company exposure beside the rest of your household assets.
Explore how different payment assumptions affect available cash and taxes.
Compare a property purchase, retirement date, or sale using a shared set of inputs.
Add an Advisor plan for a human CPA and CFP team to coordinate financial planning and tax filing.
These decisions deserve a closer look. Start with the numbers, then get professional help where you need it.
Deferred-compensation terms can restrict when elections and changes are allowed. Use the actual plan documents.
Trading windows and formal selling plans require company and legal review. Software is not authorization to trade.
A plan should account for a stock decline and lost employment income, not only future gains.
Federal and state tax filing is included on every Advisor plan, from $3,600 a year.

Read up on these decisions, or run your own numbers.
Size the exposure, including shares still vesting, stress-test a drop, then sell down over several tax years under the 2026 capital gains and charitable rules.
Read guideA useful sell-or-hold decision weighs tax reserves, company concentration, and cash needs. Here is how to compare them.
Read guideHigh earners cut their tax bill by coordinating retirement accounts, equity compensation, charitable giving, and the timing of income, not by chasing a single deduction.
Read guideNIIT is a 3.8% tax on certain investment income above income thresholds. See who pays, what counts, and how to calculate it.
Read guideCompare the 22% federal withholding on a bonus with the tax it actually adds at your brackets, and what you may owe in April.
Open calculatorCompare estimated RSU tax with a simplified federal withholding calculation.
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