Landon Loveall, CFP

Latest Posts by Landon Loveall, CFP

working from home

How New Work From Home Policies Can Advance Your Financial Goals

For most of us, it’s hard to remember what the morning commute felt like. It’s been five months now, and

mistakes with employee stock options

Top 5 Mistakes With Employee Stock Options & How to Avoid Them

  You can see the money now, can’t you? ???? ???? Your company’s hit their IPO, and you finally get

how to use incentive stock options

How to Use Incentive Stock Options: A Year-by-Year Approach

  As a financial planner, ISO (incentive stock options) are my favorite. There are so many ways they can flexibly

blog-avoid-amt

How to Avoid AMT on ISO Exercise With Lower Share Prices

It’s no secret at this point: We’re in a bear market, and stock prices are going down for A LOT

iso tax treatment

ISO Tax Treatment: a 12-Month Plan for Optimizing Incentive Stock Options

ISO tax treatment can be a headache. ???? Seriously. If you’ve got incentive stock options with your company, you’ll know

secondary market offering

Secondary Market Offering: How to Sell in a Secondary Market Before a Direct Listing IPO

When a company announces a secondary market offering… it rarely hits they news. But they can be an incredible opportunity

preparing for taxes

Preparing for Taxes: A 2020 Checklist for Tech Employees

Preparing for taxes can be a doozy of a task… and not just for accountants. Yes, while some filings are

selling stock options

Selling Stock Options Strategy When You’re In the Highest Tax Bracket

Something interesting happens to a lot of our clients when their companies IPO: they find themselves stuck in the highest

incentive stock options basics

Incentive Stock Options Basics: Everything You Need to Know About ISO, Tax, & Selling

Incentive Stock Options Basics One of the biggest benefits of being a startup tech employee is stock options. It makes