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Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

Elon Musk's Tesla Equity Award: Hybrid Compensation and Tax Strategy
RSU, Taxes, Equity Compensation, Capital Gains Tax, Incentive Stock Options, NSOs

Elon Musk's Tesla Equity Award: Hybrid Compensation and Tax Strategy

In mid-2025, Tesla granted CEO Elon Musk a staggering 96 million shares tied to an effective exercise price of $23.34/share, the same as his voided 2018 award. At Tesla's trading price of around

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  • Taxes
  • Financial Planning
  • Equity Compensation
  • RSU
  • Investments
  • Tax Policy & Legislation
  • Incentive Stock Options
  • Business Owner Planning

Minimal illustration of a CEO weighing equity award terms, with icons for taxes, 409A compliance, liquidity, and a five year holding period.
RSU, Taxes, Equity Compensation, Capital Gains Tax, Incentive Stock Options, NSOs

Elon Musk's Tesla Equity Award: Hybrid Compensation and Tax Strategy

In mid-2025, Tesla granted CEO Elon Musk a staggering 96 million shares tied to an effective...

Dark blue financial illustration with trust documents, stock charts, IRS forms, and a philanthropic giving theme representing a Charitable Remainder Trust strategy.
Taxes, Financial Planning, Equity Compensation, Pre-IPO Planning, Capital Gains Tax

Avoiding Capital Gains on Concentrated Stock: Use a Charitable Remainder Trust

If you've worked at a tech company, university, or research institution for several years,...

Illustration of video preview demonstrating 3 ways to avoid capital gains tax on major transactions
Taxes, Financial Planning, Real Estate, Capital Gains Tax

1031 vs 721 vs QOZ: How to Defer or Eliminate Capital Gains

1031s, 721s, and QOZs: Which Is Right for You?

If you're sitting on significant capital...

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Serving clients in Atlanta, Buckhead, Morningside, surrounding metro areas & virtually around the world.

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