Your RSUs Are Vesting. Now What?
A live tax and strategy walkthrough for tech professionals with $200K+ in annual equity compensation. Real scenarios, real math, real Q&A.
TBD
12:00 PM PT / 3:00 PM ET
60 Minutes
45 min content + 15 min Q&A
Free
No cost, no sales pitch
CFP®, ChFC®
Certified credentials
$20K/yr
Flat fee, no AUM %
100%
Fiduciary standard
Reserve Your Spot
Limited to 100 registrants so the Q&A stays useful.
This Session Is For You If
This is not a generic finance webinar. Every scenario is built for tech professionals navigating real equity compensation decisions.
RSUs, ISOs, or ESPP worth $200K+ annually
Your equity compensation is a significant part of your total compensation and you want to optimize it.
Work at a public or late stage private tech company
Engineers, PMs, designers, and executives at companies where equity is a core part of the compensation package.
Suspect your current approach is costing you money
You are not sure whether to sell or hold at each vest, and your CPA handles compliance but does not model scenarios.
Want real math, not generic advice
You want to see actual tax calculations, bracket analysis, and scenario modeling, not slides full of platitudes.
What We Will Cover
60 minutes of real scenarios, real math, and actionable strategies. No slides full of disclosures.
The 5 Most Expensive Equity Comp Mistakes
With the dollar amounts attached. Holding without a thesis, ignoring AMT, missing tax loss harvesting windows, and more.
RSU Decision Framework
A repeatable framework for every vest: sell, hold, or partial sell. We walk through the 6 variables that determine the right answer.
ISO Exercise Timing & the AMT Trap
The full AMT calculation, step by step. We model exercising 50,000 ISOs all at once vs. spreading over 3 years. The difference: $87,000+ in tax.
The Moves Most People Miss
Charitable giving with appreciated shares, mega backdoor Roth, tax loss harvesting on vested RSUs, ESPP optimization, and state tax strategies.
Live Scenario Modeling
We poll the audience and model the most common profile in real time. You see the exact analysis we run with clients.
Open Q&A
Bring your questions. This is often the most valuable part.
Your Personal CFO
Tesseract Wealth
Tesseract Wealth works exclusively with tech professionals managing complex equity compensation at companies like Meta, Google, Stripe, and Anthropic. Personal CFO services are delivered at a flat $20,000 annual fee, replacing the AUM model that charges clients more as their wealth grows without delivering proportionally more value. The practice integrates tax strategy, equity comp planning, investment management, and estate planning into a single coordinated service.
Scenarios We Will Model Live
These are the exact calculations we run with clients. You will see the math, not just the conclusions.
$87,000
in tax savings
The difference between exercising all your ISOs in one year vs. spreading over three years. Same shares, same company. Only the timing changed.
42%
concentration risk
A senior engineer with $350K base + $250K RSU + $800K in accumulated shares. We model the sell vs. hold decision for their next vest.
$127,000
saved with AMT planning
50,000 ISOs approaching expiration. The CPA said exercise everything. We found a multi year strategy that saved six figures in AMT.
Stop Guessing. Start Modeling.
Join the live session and see how the math applies to your specific equity comp situation. 60 minutes that could save you six figures.
Register FreeLimited to 100 registrants. Replay sent to all who register.