Learn how to maximize your employee benefits beyond health insurance. Join Trevor Ausen’s free webinar on October 21, 2025, to uncover hidden perks like legal benefits, life and disability coverage, and more—plus get the replay if you can’t attend live.

Learn how double-trigger RSUs work, when they vest, and how they’re taxed at an IPO or acquisition. Understand time-based vs. liquidity triggers and key planning tips.

Exercised incentive stock options and paid AMT? Learn how the AMT credit works, how to track it with IRS Forms 6251 and 8801, and how to reclaim your tax dollars in future years.

Discover why a financial planner quit his stable job right after his wife was laid off and why he doesn’t regret the “dumb” financial decision. A personal story about risk, resilience, and creating an authentic life.

Managing equity compensation isn’t just about numbers, it’s about human behavior. Learn how recency bias, overconfidence, and status quo bias impact financial decisions and what to do instead.

Learn the basics of Incentive Stock Options (ISOs): how they work, key tax rules, and strategies to avoid surprises. Free webinar for equity comp pros.

Learn how tax loss harvesting can reduce taxes from exercising stock options or selling RSUs. Discover how to avoid the wash sale rule, when this strategy makes sense, and why monthly RSU vesting could complicate things for employees with equity compensation.

Learn what the One Big Beautiful Bill Act (OBBBA) means for your 2025 taxes. This post breaks down key tax changes, how equity compensation is affected, and what steps to take now to make the most of the new law.

Learn how equity compensation like RSUs and stock options can help accelerate long-term goals and enhance your overall financial plan.

Learn how to prioritize your savings across 401(k)s, Roth IRAs, HSAs, and brokerage accounts. This guide covers the general savings hierarchy—and when it makes sense to break the rules—especially for professionals with equity compensation.

Maximize your charitable giving. Learn how donating appreciated stock and using a donor-advised fund can help you save more in taxes and support the causes you care about, especially if you receive equity comp.

Changing jobs? Don’t forget about your stock options and RSUs. Learn what to do with your equity compensation before, during, and after a job change and how to avoid leaving money on the table.