alphalatitude

Deterministic US equity-compensation tax calculator. Eight tools: incentive stock option (ISO) / alternative minimum tax (AMT) exercise planning, non-qualified stock option (NSO) sell-vs-hold, restricted stock unit (RSU) vest-and-sell, which vested RSU lots to sell and when, single-stock concentration, protective puts, collars and put spreads priced from the listed option chain, qualified small business stock (QSBS) qualification, and equity funding plans (which shares to sell to net a target after-tax amount by a deadline). Federal plus 50-state plus DC tax math.

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