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How to Minimize Your Taxes on Your Anthropic ISOs, NSOs, and RSUs

How to Minimize Your Taxes on Your Anthropic ISOs, NSOs, and RSUs

by Tom Lo | Aug 15, 2026 | Employee Equity Compensation

Key Takeaways: With ISOs, you have a huge opportunity to save on taxes. If your ISOs qualify for the lower long-term capital gains tax rate, you can save up to 17% in taxes on your Anthropic gains. With NSOs, exercising is the taxable moment. The spread between your...
What OpenAI Employees Should Do Before Your IPO

What OpenAI Employees Should Do Before Your IPO

by Tom Lo | Jun 25, 2026 | Employee Equity Compensation

Key Takeaways: Determine how concentrated you are in OpenAI equity. A large share of your net worth may sit in legacy Profit Participation Units PPUs, converted OpenAI Group stock, restricted stock units (RSUs), or future grants, and sizing that up is the first step....
How to Determine If You Should Sell Your Anthropic Equity After Your IPO

How to Determine If You Should Sell Your Anthropic Equity After Your IPO

by Tom Lo | Jun 18, 2026 | Employee Equity Compensation

Key Takeaways:  Start with availability, not the headline value. A post-IPO account balance can look impressive, but the real sell decision depends on which shares have settled, which options have been exercised, and which holdings are approved to trade.  Measure...
What Anthropic Employees Should Do Before Your IPO

What Anthropic Employees Should Do Before Your IPO

by Tom Lo | Jun 17, 2026 | Employee Equity Compensation

Key Takeaways: Determine how concentrated you are in your Anthropic equity. If you are 90% concentrated in Anthropic vs. 10%, then you need to figure out a plan for your equity since it makes up most of your net worth. Decide when you can and should sell your...
My company is going to go public. What does an IPO mean for employees?

My company is going to go public. What does an IPO mean for employees?

by Tom Lo | Jul 6, 2022 | Employee Equity Compensation

If you’re an employee at a pre-IPO tech company that is about to go public or have its IPO, this liquidity event matters to you because it means you will be able to sell your employee equity and get rewarded for all of your hard work. Congrats! When your company goes...
3 Steps Snowflake Employees Should Take to Prepare for Their Mid-March Lockup Expiration

3 Steps Snowflake Employees Should Take to Prepare for Their Mid-March Lockup Expiration

by Tom Lo | Feb 10, 2021 | Employee Equity Compensation, Incentive Stock Options, Restricted Stock Units

If you’re a Snowflake employee, you had the chance with Snowflake’s early release to sell 25% of your vested equity from 12/15 through 12/31/20. You face an even bigger decision in mid-March when you’ll have the opportunity to sell 100% of your vested equity when your...

Recent Posts

  • 4 Tax Strategies to Diversify Your Anthropic Equity Without Triggering a Huge Tax Bill
  • How to Minimize Your Taxes on Your Anthropic ISOs, NSOs, and RSUs
  • How Much Anthropic Equity Should You Sell After Your IPO
  • Should You Sell Your OpenAI PPUs After Your IPO?
  • What OpenAI Employees Should Do Before Your IPO

Categories

  • Employee Equity Compensation
  • Employee Stock Purchase Plan
  • Incentive Stock Options
  • Nonqualified Stock Options
  • Restricted Stock Units
  • Tax
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