Resource Center
Guides and insights to simplify taxes, equity, and planning.
Recently participated in a Tender Offer? Liquidity events like these can be exciting — but the tax implications are often complex, and a misstep could mean leaving money on the table.
Join Laura Moreno, Chief Tax Officer, and Jason Hoffman, Equity Tax Advisor, as they share practical strategies to help you keep more of what you’ve earned.
Work at a private company and have ISOs or NSOs? Are you aware of the tax implications when exercising or selling your shares? Equity compensation can be life-changing — if you manage it wisely. Don’t make the mistake of exercising or selling shares without considering taxes.
Join Fifteenth’s tax team, Laura Moreno, Chief Tax Officer and Jason Hoffman, Equity Tax Advisor, to learn how to maximize what you keep with your equity transactions.
If you’ve worked at, invested in, or founded a startup, you might be eligible for one of the most powerful — and least understood — tax breaks out there: Qualified Small Business Stock (QSBS).
It can mean paying zero capital gains tax when you sell your shares. But most people don’t realize they qualify — or lose the benefit by accident.
Receiving Restricted Stock Units (RSUs) can be an exciting part of your compensation package—but it also comes with important tax responsibilities. Many people are caught off guard by unexpected tax bills, especially when they don’t fully understand how RSUs work. This guide will walk you through the key things to know, in plain language, so you can plan ahead and avoid surprises.
