October 14, 2026
Your brokerage defaults to FIFO. That's almost certainly the wrong method. Here's how Anthropic employees should sequence ISO, RSU, and NSO share sales to minimize taxes.
October 12, 2026
The OpenAI IPO moved to 2027, and in September Sam Altman confirmed it on the record. This tracker covers the $852 billion valuation, S-1 status, the Anthropic comparison, and what OpenAI employees should do about their equity right now.
October 11, 2026
Knowing the QSBS rules is one thing. Proving your Ramp shares qualify is another. Here's the step-by-step check – the documents to pull, the dates that matter, and exactly what to ask Ramp.
October 9, 2026
The default 22% withholding on your Anduril RSU settlement isn't a full tax payment – it's a statutory rate that likely covered two-thirds of your federal liability. One quarterly installment has already passed. This guide covers the safe harbors, the W-4 vs. estimated payment decision, and the eight steps to take before January 15.
October 5, 2026
Anthropic's IPO changes everything for employee equity. Here's what a 10b5-1 trading plan is, who needs one, and why timing matters.
October 2, 2026
How an Anduril tender offer works – who is eligible, why the buyer's identity can change your tax rate, and the shorter decision window the 2026 SEC order created.
September 28, 2026
Years of accumulated RSU equity can land in a single tax year at IPO. Here's the tax math, the withholding gap that trips people up, and what to do before November.
September 25, 2026
Anduril stock options and AMT under the 2026 rules: your crossover point, why you cannot undo an exercise here, and how much tax comes back.
September 24, 2026
Ramp went from $1.6B to $44B in five years. For Ramp employee equity, QSBS eligibility was settled the day each share was issued – your exercise date, not your grant date. Here's how to check yours.
September 21, 2026
If you're weighing leaving Anthropic before the IPO, the 90-day ISO exercise window and unvested RSU forfeiture rules can determine how much of your equity survives resignation. This guide covers every equity category, three departure scenarios, and the planning steps you need before you send that letter.