by Chelsea Rustek | Mar 19, 2024 | Employee Stock Options, Tax Planning
You could be overpaying your stock options tax without knowing it — even if you have a tax preparer. Here’s how to dodge this costly tax trap. Exercising your employee stock options is a good thing. After all, it usually means you’re becoming wealthier and smarter...
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 10, 2024 | San Francisco, Tech Industry
Finding the time to meet someone and date are really hard when you work in tech. There are the long hours at work, and the frantic pace of San Francisco. But, if marriage is part of your plan, a number of factors could lead to working with your spouse at the same...
by Jim Brightman | Jan 9, 2024 | Employee Stock Options, Tax Planning
If the value of your company’s stock declined significantly after you exercised Incentive Stock Options (ISO), you may have a tax problem. Here is a strategy for avoiding AMT on ISO stock options when the stock price falls. Did you exercise and hold? A common strategy...
by Jim Brightman | Jan 5, 2024 | Employee Stock Options, Tax Planning
Non qualified stock options (NSO) are one of three types of stock options commonly received by tech employees in San Francisco. Incentive stock options (ISO) and restricted stock units (RSU) are the others. None of the three are taxable when granted, but that’s where...