Compensation Planner

Compensation Planner for Employee Equity and Tax-Aware Payout Decisions

Model salary, equity grants, exercise decisions, and tax consequences in one planning workflow instead of treating them as disconnected spreadsheets.

Compensation Planner is for multi-input compensation questions where AMT, exercise timing, taxes, and cash needs interact.

This page covers the planning workflow: grant types, exercise scenarios, tax consequences, and cash-flow projections.

Open Compensation PlannerRead Compensation Docs

What it is built for

  • Employee-equity planning with tax consequences.
  • Comparing exercise and sale choices under different assumptions.
  • Bringing AMT and broader cash-flow planning into one model.

When to use this tool

Use Compensation Planner when AMT is one part of a broader question involving grant types, exercise timing, cash needs, and tax consequences across multiple compensation components.

What assumptions deserve attention

  • Grant type and spread assumptions.
  • Expected future income or liquidity needs.
  • Whether the question is exercise timing, tax impact, or long-range planning.

Natural companion tools

  • AMT Calculator for ISO-specific threshold work.
  • Pre-Tax vs Roth for retirement-tax allocation decisions.
  • Tax docs for bracket and filing-status context.

FAQ

Is Compensation Planner just a wrapper around the AMT tool?

No. AMT is one important subproblem. Compensation Planner is broader and is meant for multi-variable employee-equity planning questions.

Related Pages

AMT Calculator

Focused AMT and ISO exercise modeling.

Compensation Planner Docs

Detailed workflow and interpretation guidance.

Pre-Tax vs Roth

Retirement contribution and tax tradeoff modeling.