Training
Certification Path
Structured equity compensation learning from foundational mechanics through practitioner-level scenario review and ranked progression.
View Certification Path →Equity Compensation Education Platform
Equity compensation training, calculators, filing guides, and runbooks.
Built for employees, equity administrators, payroll teams, and operators who need better answers for stock options, RSUs, ESPPs, AMT, cost basis corrections, and cross-border equity workflows.
Educational content only. Not legal, tax, accounting, or investment advice.
Public Resource
Equity Tax Filing Guides
Search-friendly, IRS-cited guides for Forms 1099-B, 3921, 3922, W-2, 8949, Schedule D, 6251, and 1040 equity scenarios.
Browse Filing Guides →Public Resource
Free Equity Calculators
Run AMT crossover, restricted stock tax, and SAFE conversion scenarios directly in the browser before you commit to a workflow.
Open Free Tools →Public Resource
Operations Runbooks
Control-focused runbooks for ESPP operations, RSU vest payroll, and cross-border mobility workflows with explicit evidence artifacts.
Explore Runbooks →Paid Product
AI Equity Research
Ask equity compensation and stock plan questions against grounded source material instead of generic summaries or unsupported guesswork.
View Pricing →Paid Product
Employee Filing Walkthroughs
Scenario-based filing workflows for employees dealing with ISO exercises, ESPP dispositions, RSU wages, basis mismatches, and AMT.
Start Trial →Public equity compensation resources
Use the free content layer to research stock option taxes, filing mechanics, payroll controls, and plan-ops workflows before you move into the gated product.
Equity Compensation Filing Guides
Use line-by-line guides to understand how equity transactions touch Form 1099-B, Form 8949, Schedule D, Form 6251, and related filings.
Open resource →Equity Operations Runbooks
Review operator checklists for ESPP administration, RSU vest payroll controls, and mobility-driven equity events.
Open resource →Free Equity Calculators
Test AMT crossover, restricted stock withholding, and SAFE conversion scenarios before moving into deeper planning workflows.
Open resource →Need the full platform?
Paid plans add AI equity research, deeper calculators, filing walkthroughs, discussions, and certification workflows on top of the public resources.
Educational platform only. No legal, tax, accounting, or investment advisory services are provided.