Founders share tax can be confusing and tax mistakes are very expensive. Read...
More Posts by
Landon Loveall, CFP
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Since passing the Certified Financial Planner (CFP) exam in November 2009, Landon has dedicated himself to the needs of busy young professionals. Before joining KB Financial Advisors in 2012, Landon founded Cumberland Wealth Planners in 2010 to serve clients in Nashville, TN. Landon took over the On Your Way to Wealth program in 2014 to help KB Financial Advisors further expand their work with young tech professionals in San Francisco who have stock options.
When he’s not on a plane to San Francisco, Landon lives in Nashville, TN with his wife Melissa and their three children.
Tech Employees Guide to Cash Acquisition Tax Implications
So, your company’s going through a cash acquisition, and you're scared of the...
Double Trigger RSU Tax: 5 Ways to Avoid a Scary Tax Bill
First of all, if you’ve got a double trigger RSU that are about to settle....
5 Critical Money Lessons for Tech Employees
Navigating the financial landscape as a tech employee, particularly when...
ISO to NSO Conversion: Should You Convert Your Stock Options?
Ahh, the golden handcuffs. Those lovely things that keep you chained to your...
Selling Stock to Buy a House in 2024: Seven Steps
Buying a house is one of the biggest decisions of your life. ???? No matter...
RSU Strategies for Tech Professionals with Landon Loveall
When you're negotiating your compensation package, it's easy to focus on the...
Cost Basis and RSU: THE Easy-to-Understand Tech Employee’s Guide
When you’ve got stock in a company, it’s normally a really, really good thing....
Mastering Financial Wellness: Ten Essential Strategies for Personal Wealth
Knowing where to focus is the key to success on your journey of financial...
How to choose the right ISO exercise strategy for you
Understand your 5 strategic options and select the best one for your financial...
Private company tender offer: What to do when your company announces one
Learn what employee tender offers are, whether you should sell, and how to...
How to Build Generational Wealth as a Tech Employee or Founder
A guide to recognizing a single wealth-accelerating opportunity that can help...