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  • What We Do
    • Financial Planning
    • Wealth Management
    • Tax Strategy
  • Equity Comp
    • Equity Compensation
    • RSUs Taxation
    • Incentive Stock Options
    • Non Qualified Stock Options
    • Qualified Small Business Stock (QSBS)
  • Success Stories
  • About Us
  • Blogs & Videos
    • Our Blog
    • Videos
  • Tools
    • Financial Independence Calculator
    • RSU Tax Withholding Calculator
    • AMT Calculator
    • The Million Dollar Mistake
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  • What We Do
    • Financial Planning
    • Wealth Management
    • Tax Strategy
  • Equity Comp
    • Equity Compensation
    • RSUs Taxation
    • Incentive Stock Options
    • Non Qualified Stock Options
    • Qualified Small Business Stock (QSBS)
  • Success Stories
  • About Us
  • Blogs & Videos
    • Our Blog
    • Videos
  • Tools
    • Financial Independence Calculator
    • RSU Tax Withholding Calculator
    • AMT Calculator
    • The Million Dollar Mistake
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Author: Landon Loveall, CFP

Landon Loveall, CFP®, joined KB Financial Advisors in 2012 and leads the firm's On Your Way to Wealth program for tech founders, FAANG employees, and pre-liquidity startup employees. He focuses on equity compensation strategy across RSUs, ISOs, NSOs, ESPPs, 83(b) elections, AMT planning, QSBS qualification, and pre-IPO preparation. Landon earned his CFP® designation in 2009 and works with technology professionals nationwide from his base in Nashville, TN. Featured in: Authority Magazine ("The Five Essentials of Smart Investing" and "5 Things To Look For When Hiring a Financial Planner"), A Geek Leader Podcast (Ep. 363), Financial Freedom Podcast (Ep. 208: Understanding Stock Options), Money Alignment Academy / Aligned Money Show.

Is 2026 Finally the Year Tech IPOs Come Back? What Employees Should Know

Tech IPOs showed real momentum in 2025. Here’s what employees should know about the 2026 IPO outlook and how it may impact equity, taxes, and liquidity.

Selling Stock Before Year-End vs. Waiting Until January

Learn how year-end timing impacts your tax bill, long-term gains, and overall equity strategy, plus what tech professionals should consider before making a move.

Deferring Income to Next Year With RSU and Option Timing

Deferring Income to Next Year

Understand how RSU and stock option timing shapes your tax year, and learn when shifting equity income into next year can reduce your overall tax burden.

What Happens to Your Stock Options if Your Company Gets Acquired?

Stock Options when Company Gets Acquired

Mergers and acquisitions move fast. Understand what happens to your stock options when company gets acquired from the experts of KB Financial Advisors.

What to Do in the Year Before You Plan to Leave Your Tech Job

Leave Your Tech Job

Thinking what to do before leaving your tech job? Learn how to handle your RSUs, stock options, taxes, and benefits the smart way before you make the move.

What Happens to Your RSUs and Options if You’re Laid Off?

rsu stock options after layoff

Got laid off from your tech job? Learn what happens to your RSUs and stock options after layoff and practical steps to protect your equity and avoid losing value.

How Much Cash Should You Keep After Selling Your Company?

cash After Selling Your Company

Wondering how much cash to keep after selling your company? Here’s how to find balance, invest wisely, and plan your next chapter.

The Founder’s Timeline for Liquidity Planning

Liquidity Planning for founders

Learn the key steps in liquidity planning for founders and make sure your hard work turns into lasting wealth.

How to Split Equity Among Co-Founders

Split Equity Among Co-Founders

Discover the right way to split equity among co-founders to keep things fair, transparent, and built for long-term success.

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KB Financial Advisors

595 Market Street
10th Floor
San Francisco, CA 94105

What We Do
  • Financial Planning
  • Wealth Management
  • Tax Strategy
  • Financial Planning
  • Wealth Management
  • Tax Strategy
Equity Comp
  • Equity Compensation
  • RSUs Taxation
  • Incentive Stock Options
  • Non Qualified Stock Options
  • Qualified Small Business Stock (QSBS)
  • Equity Compensation
  • RSUs Taxation
  • Incentive Stock Options
  • Non Qualified Stock Options
  • Qualified Small Business Stock (QSBS)
Who We Work With
  • Owners & Founders
  • Tech Professionals
  • Couples & Families
  • Owners & Founders
  • Tech Professionals
  • Couples & Families
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  • About Us
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  • About Us
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  • Success Stories
  • Privacy Policy
  • Terms and Conditions
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KB Financial Advisors is an SEC-registered investment adviser. View our SEC adviser disclosure (CRD 134374).

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