by Landon Loveall | May 14, 2020 | Employee Stock Options, Financial Planning, Stock Options, Tech Companies
Imagine a typical job searcher in Silicon Valley: She had dreams of working for a big tech giant one day, but needed to cut her teeth on a smaller company to get experience first. She took a job at a tech company, and part of her compensation package was ISO...
by Landon Loveall | Apr 23, 2020 | Building Wealth, Financial Planning, Tax Planning, Tech Companies, Tech Industry
It’s no secret at this point: We’re in a bear market, and stock prices are going down for A LOT of companies. ???????? And while we certainly hope there’s no serious long-term damage done to investor portfolios, there is a silver lining for tech employees with ISO...
by Landon Loveall | Mar 26, 2020 | Building Wealth, Employee Stock Options, Financial Planning, IPO, Tech Companies
When a company announces a secondary market offering… it rarely hits they news. But they can be an incredible opportunity for startup employees to liquidate their assets before a direct listing or IPO happens. In fact, I would never suggest overlooking an...
by Landon Loveall | Nov 28, 2019 | Employee Stock Options, Financial Planning, Stock Options, Tech Companies, Tech Industry
In any private tech company, there are typically five types of stock options available: QSBS (qualified small business stock) LTCG (long-term capital gains) Shares Unexercised ISO (incentive stock options) Unexercised NQSO (non-qualified stock options) RSU (restricted...
by Landon Loveall | Jun 13, 2019 | Building Wealth, Employee Stock Options, Financial Planning, Stock Options, Tax Planning, Tech Companies, Tech Industry
When you’ve got stock in a company, it’s normally a really, really good thing. Especially RSUs (or restricted stock units). They’re stock you get just by working in a company…. Ones you don’t even have to pay for. And any time those RSU shares “vest”—meaning the...
by Landon Loveall | Apr 25, 2019 | Employee Stock Options, IPO, Stock Options, Tech Companies, Tech Industry
So…. your company just announced an IPO. What WHAAAAT! Time to celebrate! ???? ???? Right? Well…. truth be told… you haven’t done anything with your stock options yet, so you don’t even know where to start. (And, you maybe feel kinda remorseful that you didn’t have...
