Here’s how Stripe employees can avoid high taxes and maximize their financial...
Stripe Tender Offer: 7 Expert Tips to Protect Your Money
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More Posts by
Landon Loveall, CFP
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.
ISO AMT and Cost Basis: What You Need to Know
If I had $1 for every time I had a conversation with smart-but-frazzled...
Selling Early Employee Equity in a Startup Fundraising Round
Over the last few years, we’ve noticed a BIG trend growing in our clients who...
How to Plan Around Trading Windows
Going to jail for insider trading is no good. Thankfully, though, there are...
What is Supplemental Pay?: Bonus, RSU, NQ Withholding
In the tech world, it happens all the time: Employees get supplemental pay...
Tender Offer Tax Treatment: 5 Keys to Tax and Investing Cash After
We’ve been helping our clients with tender offer tax treatment since 2017....
How Does the AMT Credit Carryforward Work with ISO?
Guys, the Alternative Minimum Tax (AMT) & all. the. things. about it are...
How Do RSU Work: The Beginner’s Guide (Start Here)
Hands down, I find myself answering more questions about RSU (restricted stock...
Founders Shares: Here’s How to Avoid a Huge Tax Bill
Founders share tax can be confusing and tax mistakes are very expensive. Read...
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...
