Self-Serve tier

Diagnose 26 USC §409A nonqualified deferred compensation violations in stock option grants (strike below 409A FMV) + cure paths. Computes 20% additional tax + interest exposure. Renders correction memo per IRS Notice 2008-113 + Notice 2010-80. Self-contained — no external lookups

T2 decision tool for ISO 3-month post-termination exercise window under §422(a)(2). Compute exact expiration date, cash + AMT needed, and whether exercise is viable before window closes. Flags conversion from ISO to NSO if window missed. Self-contained.

Review arbitration agreement for AI/tech engineers. FAA 9 USC §§1+ enforceability + Epic Systems Corp. v. Lewis (2018) class-action waiver + Viking River v. Moriana (2022) PAGA + CA SB 365 (2023) stay rule + CA AB 51 void status + procedural unconscionability analysis. Renders re

Analyze equity vesting acceleration on termination + acquisition for AI / tech engineer. Embedded single-trigger vs double-trigger analysis + 280G golden parachute + 409A compliance + post-termination exercise window. Self-contained — no external lookups.

Review IP assignment agreement for proper state-mandated carve-out (CA Lab Code §2870, WA RCW 49.44.140, IL 765 ILCS 1060, DE 19 §805, etc.) protecting personal-time + non-employer-resource inventions. Render redline + counter-proposal. Self-contained — no external lookups.

Model ISO exercise AMT exposure under §422 + §55-59. Compute bargain element, AMT income, tentative minimum tax, regular tax comparison, and cash shortfall on illiquid private stock. Render spread-exercise strategy + break-even FMV. Self-contained — no external lookups required.

Diagnose 1099 vs W-2 worker misclassification for AI/ML engineers using federal IRS 20-factor behavioral/financial/relationship test + state ABC tests (CA AB-5 Dynamex, MA, NJ). Compute back-tax exposure, employer penalty, and render reclassification demand. Self-contained.

Compute multi-state RSU income sourcing allocation for AI/tech engineers who worked in multiple states during the RSU vesting period. Embedded CA-aggressive apportionment + NY, WA, TX, MA frameworks. Renders per-state income allocation + estimated tax liability. Self-contained.

State-specific non-compete enforceability analysis + redline for AI/tech engineers. Post-FTC-enjoinment (Ryan v. FTC, Aug 2024) state-law framework. Embedded enforceability map: CA total ban (§16600 + §16600.1), ND/OK/MN ban, WA limits, MA NCA Act, IL Freedom to Work Act, and rea

Audit RSU withholding gap between 22% supplemental-wage flat rate (§3401(a) + Treas Reg §31.3402(g)) and actual marginal rate (32-37%) for AI/tech engineers. Compute true-up liability, Q estimated-tax payment schedule, and state overlay. Self-contained — no external lookups requi

Analyze pre-IPO secondary sale options + lockup terms for AI/tech engineers with private company equity. Embedded secondary market mechanics, ROFR/ROFO, transfer restrictions, 180-day IPO lockup, Reg D + Rule 144 considerations, tax on secondary sale, and tender offer participati

Analyze 29 USC §2101 WARN Act 60-day notice requirements + federal exceptions + CA mini-WARN (Lab Code §1400+, 75-employee trigger) + NY WARN (Labor Law §860, 90-day notice). Compute back-pay + benefits liability. Draft demand letter. Self-contained — no external lookups.