For executives with equity · Free download

The 83(b) self-check

If you just received restricted stock or early-exercised an option, you may have a 30-day window to make a tax election that can save a lot, or cost you if it is the wrong call. This free one-page worksheet helps you decide whether it is worth a real conversation, before the clock runs out.

What is inside

• A quick eligibility gate, including the restricted stock versus RSU trap that catches people.
• The five questions that actually drive the decision, with room to write your numbers.
• A plain read on whether you should file, wait, or get help fast.
• The 30-day deadline math and what to gather before you act.

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