Model the tax impact of equity compensation before you act.
PRISM models RSUs, ISOs, NSOs, ESPP, vesting, exercise, sale timing, withholding gaps, AMT exposure, and holding-period effects against your current-year tax projection.
This public Decision Preview shows a modeled position; it does not provide individualized tax advice or create a professional engagement.
The equity decision is forming whether or not anyone is modeling it.
— Equity vested
— Options exercised
— RSUs sold
— AMT exposure appeared
— Withholding gap appeared
— A qualifying-window date is approaching
Equity reads against your current-year tax projection.
The equity tax model adds equity-specific effects to the projected tax year — ordinary income, AMT exposure, capital character, withholding gap, holding period, and federal/state interaction — so the equity decision is modeled inside the actual projected position, not in isolation.
The equity decision, at the level of the actual drivers.
The Decision Record turns the equity preview into something you own.
— Modeled inputs and assumptions
— Selected scenario
— PRISM Core output
— Modeled consequences and confidence
— Statute references (§422, §83, §423, §55, §56)
— Uncertainty drivers
— Provenance timestamp
— Staleness triggers
The record preserves what was modeled, what changed, what facts drove the position, and what could make it stale. It does not prescribe action.
Equity decisions can require facts beyond the public model.
PRISM provides tax planning and projections through a defined client engagement when the decision requires individualized review of grant terms, holding periods, state exposure, withholding, or return-level interactions.
The equity window closes faster than the year does.
PRISM models the tax impact before the lot, the strike, or the qualifying window settles the question for you.