Equity Education

Welcome to Brooklyn FI’s equity education course. There’s a TON of information here but we’ve done our best to make it easy to understand and maybe even a little bit fun…


From Basis to Vesting: The ABCs of Equity Compensation

In this video we'll run through a glossary of commonly misunderstood equity compensation terms. This is very dry stuff folks so we'll try to make you smile along the way.


The Basic Principles of Diversification

In this video, we'll discuss the why and HOW to safely diversify out of a concentrated position. If you’re an employee at a public company, you probably have a concentrated position in one single stock.


Part 1: RSUs

In this video we'll cover:

1. Why the timing of RSUs is so important

2. RSUs: What are they?

3. How RSUs appear on your paycheck

4. The taxation of RSUs and why you will likely have a tax bill

5. An advanced explainer of how RSU withholding works

6. RSU strategies

7. Understanding the risks of holding RSUs shares


Part 2 - NQOs

In this video we'll cover:

1. Non-Qualified Options: What are they?

2. NQO timeline

3. How NSOs appear on your paycheck when you exercise

4. The taxation of NSOs and why you will likely have a tax bill

5. An advanced explainer of how NQO withholding works

6. NSO strategies and how you get to control the timing (unlike RSUs)

7. The difference between NQOs and ISOs

8. Advanced strategies for handling your NQOs


Part 3 - ISOs

In this video we'll cover:

1. Why the timing of ISOs is so important

2. ISOs: What are they?

3. How to avoid tax traps with ISOs

4. The difference between ISOs and NQOs

5. The Taxation of ISOs

6. A detailed AMT explainer

7. How the minimum tax credit works (and how to get it back!)

8. ISO strategies for Brooklyn FI clients

Woohoo! You’ve made it to the end.

Recommendation: jot your thoughts and questions down in an email to us while they are fresh in your mind!