by Landon Loveall | Apr 16, 2024 | Stock Options, Tech Industry, Tender Offers
Learn what employee tender offers are, whether you should sell, and how to handle the taxes. While the post-2021 IPO slump didn’t last forever, its ripple effects are present even today. The halt in IPOs led to an increase in valuable, private tech companies flushed...
by Landon Loveall | Apr 2, 2024 | Financial Planning, San Francisco
A guide to recognizing a single wealth-accelerating opportunity that can help you — and your heirs — achieve financial freedom. Almost every movie ends with a triumphant scene that goes something like this: The hero takes a moment to realize their victories and relish...
by Landon Loveall | Feb 6, 2024 | Stock Options
Understand the pros and cons of these equity types, their tax implications, and how to handle them. Your company’s IPO announcement can get the wheels in your head turning about what exact equity you have and how you think about these assets. I’ve noticed a lot of my...
by Landon Loveall | Feb 1, 2024 | Employee Stock Options, Financial Planning, Tech Industry
The IPO was announced. You took action and did the 5 things everyone must do. Now, you are in the lock out period, and it is time to develop your post IPO selling strategy. The lock out period is the time when you are restricted from selling your shares. It usually...
by Landon Loveall | Jan 24, 2024 | Financial Planning, San Francisco
Should I buy a house now or wait? There is one question I struggle with more than any other. It’s impossible to answer. On the surface it’s easy. Buying a house is a good long-term move. There are tax benefits. You get to deduct your mortgage interest on...