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... 
by Dana Borys | Jul 21, 2025 | blog, Corporate Tax Services, Entity Formation, Flow-Through Tax Services, Individual Tax
Equity compensation refers to non-cash pay that companies offer to employees, usually in the form of stock options or shares. For executives and startup founders, it’s often a core component of total compensation, offering a powerful blend of reward and risk....