by Sara Raby | Jun 29, 2026 | blog, Flow-Through Tax Services, Individual Tax, Technology Tax
Most discussions of Incentive Stock Options (ISOs) focus on the upside: favorable tax treatment, long-term capital gains, and the possibility of turning equity compensation into meaningful wealth. That upside is real. But ISOs also carry a risk that is easy to... 
by Sara Raby | May 5, 2026 | blog, Flow-Through Tax Services, Individual Tax, Life Sciences Tax, Technology Tax
For many employees with equity compensation, deciding whether to exercise stock options before an IPO (initial public offering) or acquisition can feel urgent. The upside is easy to imagine: a potential liquidity event, a lower strike price today, and the chance to...