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.

Should I Exercise My Stock Options? (And When It Makes Sense to Wait)

Determine the optimal time to exercise stock options with this guide, and evaluate your next best step.

How Much AMT Do You Owe? Our 2025 AMT Calculator Can Help You Figure It Out

Learn AMT basics with this guide and simplify planning using our free AMT calculator.

A Tech Employee’s Guide to RSU Taxes in 2025

This guide to RSU taxes for tech employees simplifies everything from planning ahead and avoiding missed deadlines.

Tech Stock Offering Trends in 2025: Is the IPO Market Finally Back?

Curious about the tech stock offering trends? This guide highlights the newest IPOs and what they could mean for you.

The IPO Prep Checklist for Tech Employees

Use this IPO prep checklist to unlock opportunities at every stage of your IPO journey.

How to Prepare for an IPO If You Have Stock Options

Prepare for an IPO with stock options to maximize earnings and avoid costly mistakes.

What’s The Difference between RSUs and Stock Options?

Learn the difference between RSUs and stock options to maximize gains and avoid overpaying on taxes.

Why Tech Professionals Face RSU Tax Underwithholding Issues (and How to Fix It)

Struggling how to fix RSU tax underwithholding issues? Learn how to fix it and avoid future headaches with this guide!

Should You Exercise Incentive Stock Options in January? A Simple Guide

If you’re a tech employee, founder, or executive with incentive stock options (ISOs), you might be wondering when the best time to exercise them is. Maybe you’ve heard that January is the ideal month, but you’re not sure why—or if it even applies to you. You’re probably asking this question if: The good news? Exercising […]