For financial advisors
Equity comp
is difficult.
Advice shouldn't be.
The alphabet soup of awards have varied attributes, taxation, and planning considerations. And it's tough to keep it all straight — let alone provide helpful advice if you don't deal with it daily. Miss a detail and you might blow a deadline or forfeit an opportunity.
Everyone explains the characteristics and taxation of RSUs and ISOs. Nobody shows you how to actually plan and advise executives and employees with equity-linked compensation. That's the gap advisingEquity closes.
Learn it.
Then use it.
Training and research built for practitioners who need to give an answer in the next client meeting.
Services
Courses
CE credit eligibleNo recycled slides. No talking-head lectures. Self-paced courses that move past definitions and into decisions — exercise timing, AMT exposure, concentration, charitable strategies — with the checklists and client-ready materials to put them into practice. Courses qualify for CE credit.
Browse the curriculumServices
In-Person Teaching
CE credit availableWorkshops and team trainings for advisory firms, study groups, and conferences. Built around your clients' actual award agreements, not textbook hypotheticals. CE credit available for qualifying sessions.
Book a session
The value shows up in the meeting.
Everything here is built for the moment a client slides an award agreement across the desk and asks what they should do. Confident answers, backed by the math.
Insights you can use today.
The Equity Playbook, original research, checklists, and articles — practical guidance for practitioners, not glossary entries.
Equity Playbook
A downloadable planning playbook that gives you a repeatable process for every equity-compensated client you meet.
Download the Equity PlaybookResearch Report
An in-depth advisory report on turning equity compensation complexity into a practical, repeatable planning opportunity.
Read the research reportChecklists
Award-by-award planning checklists — onboarding a new equity client, pre-IPO prep, 83(b) windows, and post-termination exercise deadlines.
Get the checklistsArticles
Short, practical write-ups on the planning questions that come up in real client meetings, published on an ongoing basis.
Read the articlesThe tool
From award documents to a client advisory memo.
Analyze every award a client holds and generate a memo with actionable advice and tax projections — the deliverable that turns complexity into clarity.
01
Enter the data
Enter the source data from the grant documents — vesting, strike prices, and quantities across every award type.
02
Run the analysis
Scenario modeling with multi-year tax projections, AMT crossover, and concentration risk.
03
Generate the memo
A client-ready advisory memo with actionable recommendations, deadlines, and the math behind each.