A free two-page checklist of what to review before the tax year closes for clients with RSUs, ISOs, NSOs or ESPP shares.
Year-end equity tax checklist. Two-page PDF, sent to your inbox.
We’ll email your checklist and follow up about Grantd. See the Grantd privacy policy.
RSU withholding against the client’s actual bracket.
AMT vs. regular tax and the credit carryforward.
Qualifying-disposition dates before any sale.
Employer stock as a share of net worth after this year’s vests.
Offset equity income before year-end.
Donor-advised funds in a high-income year.
401(k), HSA and 529 before their deadlines.
W-2 Box 12 and 1099-B cost basis.
The 2027 vesting calendar and withholding plan.
Grantd reads every grant your clients hold and shows what to do next: what to exercise, what to sell and what they’ll owe. Better decisions for clients, and more of their wealth under your management.
Proprietary analytics for every option, RSU, ISO and ESPP grant, vested and unvested.
Withholding estimates, ISO/AMT exposure and the cost of waiting.
Ranks the book by who needs attention: concentration, timing, exposure.
Pulls grant terms, schedules and strike prices straight out of PDFs and statements.
Compares customized planning paths across seven dimensions, side by side.
Holdings-specific alerts ahead of vesting dates, trading windows and expirations.
Five firms onboarded, each growing where its model is strongest.
Assets ready to bring under management now
$18.81M average equity per client
The full balance sheet, not just equity
$10.77M average equity per client
Data as of October 5, 2026. Client identities withheld. For educational purposes only; not investment, tax, or legal advice.
Grantd flags withholding gaps, AMT exposure and qualifying dates for every client. Book a demo and start your free trial.
