Equity planning inputs

Enter your values

Enter the vested share count, pricing assumptions, and your estimated ordinary tax bracket to model exercise cost and after-tax value.

Use 0 for RSUs.

Use your marginal federal + state estimate. Capital-gains rate is inferred from this bracket.

All required fields must be filled in.

After-tax value

--

Enter your equity award details to estimate exercise cost, tax drag, and the modeled after-tax value at exit.

Calculation History(0)
No calculations yet. Complete a calculation to see it here.

Example calculations

Tap an example to prefill the calculator with sample values.

ISO with AMT pressure

1,000 vested shares, low strike, higher bracket

A common private-company planning case where the spread is meaningful and the AMT question matters more than the grant paperwork.

Result: Shows the up-front cash needed to exercise plus the estimated AMT drag before any liquidity arrives.

NSO at liquidity

Immediate-tax option exercise with a tighter spread

Useful when you mainly want a clean estimate of exercise cost, wage-style tax, and modeled sale proceeds.

Result: Highlights how much of the option spread turns into ordinary-income tax the moment you exercise.

RSU vest and hold

RSU value plus a smaller later capital-gains layer

Useful for employees trying to separate vesting tax from any later upside if the stock keeps appreciating.

Result: Separates the vesting-value tax hit from the later price appreciation estimate.

Powered by Calc Hub