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83(b) Election

An 83(b) election is a tax strategy that lets you pay income tax on restricted stock or options at the time of grant – when the value is low – rather than at vesting, when it may have grown significantly. You have just 30 days from your grant date to file, making it one of the most time-sensitive decisions in equity compensation. For start-up founders and early employees, acting on the 83(b) election early can mean the difference between paying taxes on thousands of dollars versus millions. Read the articles below to understand how the 83(b) election works, who should file one, and how to avoid costly mistakes.

  • Equity Compensation Financial Advisor in NYC

    April 20, 2026

    If you're a tech employee or founder in New York City sitting on stock options or RSUs and feeling uncertain about the right moves – you're not alone. Equity compensation is genuinely complicated, and the stakes are high. Fortrove Partners exists to give you the clarity and guidance you deserve.

    83(b) Election, Alternative Minimum Tax, Entrepreneurship, ESPPs, Financial Planning, ISOs, NSOs, QSBS, RSAs, RSUs
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  • Tax Avoidance for a Lower Tax Bill

    March 2, 2026

    There are many measures you can take to avoid taxes.

    83(b) Election, Alternative Minimum Tax, Financial Planning, RSUs
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  • How to E-File Your 83(b) Election: Step-by-Step Guide

    September 8, 2025

    The new way to file an 83(b) election!

    83(b) Election, Entrepreneurship, Financial Planning
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  • The Cost of Going it Alone with Your Equity Compensation

    September 9, 2024

    Tech employees lose tens of thousands in avoidable taxes every year managing stock options and RSUs without expert help. Here's what DIY equity compensation planning actually costs – and what working with a fee-only specialist looks like.

    83(b) Election, Financial Planning, ISOs, NSOs, RSAs, RSUs
    Read More
  • The Mystery of the 83(b) Filing

    January 22, 2024

    The 83(b) filing is a perplexing choice for equity owners.

    83(b) Election, Financial Planning, RSAs
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  • Don’t Feel Limited by Restricted Stock

    July 25, 2022

    Restricted stock is sometimes referred to as a restricted stock award or a restricted stock grant. The shares are transferred to you at the time of the award. If you don’t satisfy...

    83(b) Election, Financial Planning, RSAs, RSUs
    Read More

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