What We Cover (No Finance Degree Required)

Let’s be honest — there are only so many ways to make Incentive Stock Options, Restricted Stock Units, and Alternative Minimum Tax sound fun. But here at ExecStockTax, we try our best.

On this blog, we’ll help you:

• Decode the alphabet soup (RSUs, ISOs, NSOs… WTF?)

• Figure out when to sell, what to exercise, and how not to trigger AMT rage

• Learn why “just selling it all next April” might be the worst idea

• Understand your company’s equity plan rules before they bite you in Q4

• Plan for a smoother, smarter exit — whether that means retirement or just your next chapter

If you’re in your 50s or 60s and thinking, “I’ve got a lot of stock, and I have no idea what the tax bill will be if I touch it” — this blog is for you.

Who’s Behind the Keyboard?

I’m a tax and financial planning nerd who actually enjoys this stuff — and I’ve spent years helping executives and directors make better decisions with their stock. I'm not here to sell hype, predictions, or miracle strategies — just clear, experience-backed insights for people who want to keep more of what they've earned.

Think of this blog as the tax-savvy friend you wish you had at your last HR onboarding meeting. Except this friend won’t ask to borrow your Peloton.

What’s Next?

We’ll be posting regularly with:

• Real-world equity scenarios (and how they ended)

• Avoidable tax mistakes

• Tips to prep your equity for retirement

• And a few sarcastic headlines to keep it all readable

If you’re ready to stop guessing and start planning, stick around.
And if you're still not sure what the difference is between NSOs and ISOs, don't worry — neither does most of LinkedIn.