For executives with equity · Free download
The 83(b) self-check
If you just received restricted stock or early-exercised an option, you may have a 30-day window to make a tax election that can save a lot, or cost you if it is the wrong call. This free one-page worksheet helps you decide whether it is worth a real conversation, before the clock runs out.
What is inside
Read the full article: Pay tax on stock before it vests? When the 83(b) election makes sense
- A quick eligibility gate, including the restricted stock versus RSU trap that catches people.
- The five questions that actually drive the decision, with room to write your numbers.
- A plain answer on whether you should file, wait, or get help fast.
- The 30-day deadline math and what to gather before you act.
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