In this episode of The Liquidity Event, AJ and Shane talk non-qualified stock options (NSOs), explaining the common mistakes people make, tax implications, and strategic approaches to maximize your equity compensation.

Key Timestamps: 0:00 - Intro and a few laughs 3:45 - The biggest mistake with NQSOs 6:45 - How taxation works upon exercise 10:15 - NQSOs and Alternative Minimum Tax 15:45 - Multiple grant strategies: the Goldilocks approach 19:45 - When to exercise and hold vs. wait 23:30 - The "least regret" strategy 26:15 - Overconfidence and substantial risk of forfeiture 28:45 - Real-world Reddit question about forgotten options

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#EquityCompensation #StockOptions #NQSOs #FinancialPlanning #TaxStrategy