The Advanced Equity Toolkit

Discover insights and helpful tools from Plancorp’s equity compensation experts on managing and maximizing your most powerful employee benefit.

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Equity compensation is a reward for your talent and hard work, and an asset that can help build long-term wealth.

Thoughtfully managing key decisions—especially those related to taxes and avoiding concentration risk—can make a big difference in how much you ultimately gain. We're proud to say we've developed a specialty in managing equity over the last 40 years including:

Restricted Stock Units + Restricted Stock Awards
Employee Stock Purchase Plans (ESPP)
Incentive Stock Options + Nonqualified Stock Options
Synthetic Equity or Phantom Equity

Featured Resources

More to Explore

Get Your Equity Compensation Questions Answered

Browse more expert insights to help you manage your stock options with clarity and confidence.

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Restricted Stock Units: Are You Under Withheld for Taxes?
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How to Navigate Resignation and a New Job Offer While Protecting Your Equity
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Should I Sell My Company Stock? A Decision Tree for Smarter Equity Decisions
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Know Your (Stock) Options: Understanding ISOs and NSOs
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The Different Types of Equity Compensation You Need to Know
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Top Questions to Ask About Your Restricted Stock Units Grant
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RSUs vs. RSAs: A Guide to Understanding Key Differences and Tax Treatment
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The Most Common RSU Mistakes — And How to Avoid Them
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How Are Restricted Stock Units Taxed? Vesting, Withholding, and Selling Explained
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The Best Strategies for Selling Company Stock
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Net Unrealized Appreciation (NUA) Transfers of Company Stock from a 401(k): The Tax Benefits and How to Do It Right
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ESPP Shares: To Sell or Not to Sell?
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When and How to Sell Restricted Stock Units (RSUs)
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How Much Money Should You Contribute to a Deferred Compensation Plan?
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What Are Restricted Stock Units (RSUs) and How Do They Work?
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Deferred Compensation: What It Is and How It Compares to a 401K
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Synthetic Equity Explained: Your Guide to Understanding This Type of Deferred Compensation
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How Much Money Should You Contribute To Your ESPP?
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The Untold Advantages of Your Employee Stock Purchase Plan (ESPP)
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Tax Planning for Equity Compensation

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