We will now describe three different strategies. Think about which one aligns best with your interests:

We will now describe three different strategies. Think about which one aligns best with your interests:

## Fully Qualified Sale

* Exercise all your vested shares as soon as they vest and then hold them at least one year when you can make a qualified sale
* Pro: this strategy ensure you'll only pay long-term capital gains tax
* Con: you may be subject to a surprise AMT tax obligation

## Fully disqualified Sale

* Exercise and then sell all your shares within a year of exercising them
* This assumes that there is a market in which you can immediately sell your shares after exercising them (perhaps your company is now public)
* Pro: mitigates the risk that the share price could go down after you exercise your options
* Con: you do not reap the benefit of long-term capital gains tax from the ISO and instead pay ordinary income tax

## A Hybrid Solution: partially qualified sale with no AMT obligation

* Each year, exercise as many shares as possible until you hit the AMT cross-over point. Then, wait at least one year before selling exercised shares
* Pro: you'll never have the rude AMT surprise where you owe a large amount of extra taxes
* Pro: you'll take advantage of the long-term capital gains benefits of ISOs
* Con: you may miss out on some possible profit, because you will likely defer the exercising of some (but not all) of your vested ISO stock options




ISO Strategies

Custom Role Creation Guide

Logging In

Creating an Account

How to add a colleague to Pave’s Market Data Platform

Market Data Role Management

Why does it matter to get levels and role families right?

SSO Configuration Guide

Account Setup

Contact Us

How much does Pave Market Data access cost?

How does Pave Work?

Intro to Pave

Pave 101

Compensation Philosophy

Total Compensation

Compensation 101

The Stock Option Lifecycle

ISO Tax Implications

The Basics of Stock Options

The Confusing AMT (Alternative Minimum Tax)

An Overview of How Stock Options Work

Equity 101

How to Benchmark Executive Compensation

Account Creation Troubleshooting and FAQs

Login Troubleshooting and FAQ

How does company size affect which department, job family and job level I should choose?

How does Pave determine a role level and role family?

What are Job Levels, Departments and Job Families? Why are they important?

Troubleshooting Rippling Zero Records Error

What Market Data Connections does Pave currently support?

FAQs

Getting Started

Market Data Connections Set up

Market Data Connections Overview

Integrations 101

Integrations

Adding Columns

Team View Overview

Team View Column Configuration

Team View Customizations

Re-ordering Columns

Deleting Columns

Team View Settings

Team View

Comp Planner Configurations Overview

Compensation Planner 101

Getting Started - Compensation Planner

Compensation Planner FAQs

Cycle Specific Permissions

Employee Eligibility

Step 1: Initial Cycle Setup

First-Class Columns

Using Handlebars Formula for Calculated Columns

Columns

Step 2: Column Configuration

OTE Planning Configuration Guide

What is OTE Planning?

Step 3: OTE Planning

Am I able to update or change approval chains during a cycle?

Updating Approval Chains

Compensation Cycle Data Upload

Step 4: Data Management

How can I configure market adjustment recommendations for employees?

How can I configure variable raise recommendations for employees?

Recommendation Logic

What are Recommendations?

Step 5: Recommendation Logic

Budgets

Budget Dashboard

Top Down Budgets: In-app Configurations

Step 6: Budget Confirmation

Planning Windows Setup Guide

Planning Windows Overview

Monthly & Hourly Pay

Employee Compensation History Popout

UI Toggles

Filtering & Sorting

Approval Statuses

Step 7: Planner Experience

Smart Flags

Compensation Outliers

Manager Compression Flag

Vesting Drop Flag

Step 8: Controls & Governance

Peers Overview

Cycle Outcomes

Value Rounding in Compensation Planning

In App Reward Letter Editor

Reward Letters

Peers Configuration Guide

Cycle Progress Dashboard Overview

Other Cycle Actions

 Compensation Planner

Survey aging

Edit and apply benchmarks

Set weights and logic

Map data sources to jobs

Supported survey providers

Manage Pave data sources

Manage survey data sources

Benchmarks overview

Step 2: Benchmarking

Band Sets

Pay Types: Calculated TDC, Annual Equity, and Refresh Equity

Manually Create New Band Sets

Bands Set Audit Log

How to duplicate band sets

Managing & Reordering Calculated Columns

Calculated Columns

Unmatched Employees

Upload/Download Bands

View changes

Editing Bands

Employee Distribution in Bands

Pay Zone Manager

Job Architecture 101

Grades

Setting up Company Job Architecture

Company Job Architecture

Step 1: Build Foundation

Generate Bands from Market Data

Bulk & Manually Associate Market Data to Bands

Step 3: Update Ranges

Relative Permissions

Generate Bands for New Jobs in Your Job Architecture

Compare Bands

Advanced Filters

Ongoing Management & Analysis

Market Pricing

Option Driver Deprecation FAQs

Option Driver

Option Impact Deprecation FAQs

Option Impact

Option Impact & Option Driver

Executive Reporting Dashboard

Cycle Monitoring and Reporting

Building Market-Based Compensation Bands

Employee Groups

Cycle Configuration

How does Recommendation Logic work?

Am I able to change another user’s permissions or login credentials while impersonating?

Can I impersonate another user in one page while having other Pave tabs open?

Can a user have more than one role at a time?

How do I know if I’m impersonating someone else?

Can I act on another’s behalf while impersonating them?

Who is able to impersonate?

Who can I impersonate?

How do I impersonate a user?

What is Impersonation?

How can I view Pave as another role?

How do I add multiple users to a role at once?

How can I change the permission settings for a role?

How can I create a new role?

Permissions & Settings FAQs

Role Management

Impersonation as a Pave Admin

Auto-manager Assignment

Admin Notification Dashboard

Notifications

Multirole Permissions

Standard Pave Permissions

General

Permissions & Settings

Advanced Equity

Global Location Insights

Market Data Pro

How to Search for a Benchmark

Market Data Compensation Database Coverage

Market Data Methodology Overview

Market Data 101

Consistency Labels

Job Families

Calculated Benchmarks

Compensation Types

Data Collection and Aggregation

Percentiles

Filters

Pave's Data

Consistency Labels FAQ

Data FAQs

Calculated Benchmarks FAQ

Location and Global Data FAQs

Equity Practices FAQs

Market Data FAQs

Market Data

Configurations for the Equity Slider

Bonus

Total Rewards Overview

The 'About Us' Section

Equity Currency Conversion

Company Info

Learning Hub in Total Rewards & Visual Offer Letter

Equity Grant Mapper

Stacked Bar Chart

Banners

Configuring Benefits that are displayed in Total Rewards & Visual Offer Letter

Uploading Benefits Data

General Setup

Total Rewards & Visual Offer Letter

ISO Strategies

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