The Academy
Everything you need to know
about equity comp.
200 structured articles. Curated entry points for the moments that matter. A biweekly publication for what's happening now. Search what you need — or start with your situation.
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Start with the basics.
Five foundational articles, roughly an hour of reading. Don't fit any of the situations below? Begin here.
All Equity 101 →Find Your Starting Point
Where you are right now.
Eight situations clients face. Two foundational primers everyone benefits from. Each one is a curated reading list — work through it in order, or skip to what you need.
You got a tender offer
An employer-led liquidity event with a tight window. Evaluate, plan, decide.
8 ARTICLESYour company is being acquired
Acquisitions can compress months of equity decisions into days.
7 ARTICLESYou're changing jobs with vested equity
Departure rules, exercise windows, and the choices that cost most.
7 ARTICLESYour company is going public
Pre-IPO planning, lockup logistics, and the first year post-listing.
8 ARTICLESYou have a concentrated stock position
Frameworks for getting from concentration to diversification — on your terms.
8 ARTICLESYou have valuable private-company stock
Exercise sequencing, AMT planning, and decisions you can make today.
8 ARTICLESTax strategies for a concentrated position
DAFs, QSBS, exchange funds, and the levers that actually move the bill.
8 ARTICLESYear-end equity planning
What to do in October. What to finalize in December.
7 ARTICLESBrowse the Reference
By category.
The full reference encyclopedia. 146 articles organized into seven categories. Filter by article type if you know what you're looking for.
Biweekly Publication
Equity Advantage
A short, sharp letter for tech professionals navigating equity. New issue every other Tuesday. No general "personal finance." Just equity, written by someone who actually does it.
The Augusta Rule: How to Collect 14 Days of Rent and Pay ZERO Tax on It
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What's on the desk.
The Augusta Rule: How to Collect 14 Days of Rent and Pay ZERO Tax on It
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5 MIN READNext Step
Can't find what you need?
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