Landon Loveall, CFP

Latest Posts by Landon Loveall, CFP

Private Company Stock Options

When Should I Exercise My Private Company Stock Options?

Getting more stock options from your employer is always a good thing. After all, if you’re helping to grow a

When to Exercise Stock Options in a Startup and Before IPO

When to Exercise Stock Options Startup and Before IPO

Deciding when to exercise stock options in your startup before it’s sold or has an IPO can be a pretty

How Much of My Company Stock Should I Own

How Much of My Company Stock Should I Own? – 3 Steps

Most of the time, tech employees think it’s a good idea to keep “some, but not all” of their company

Employee Stock Options Explained How to Avoid 3 Killer Mistakes

Employee Stock Options Explained: How to Avoid 3 Killer Mistakes

Employee stocks options is a long, complex topic that we simplify by helping you avoid the three killer mistakes. You

Alternative Minimum Tax ISO: How Does It Work

Alternative Minimum Tax ISO: How Does It Work

Alternative minimum tax (AMT) on Incentive Stock Options, or ISO, is so confusing. You don’t receive any cash when you

5 Lessons Learned from Missing Cost Basis

5 Lessons Learned from Missing Cost Basis

How do you calculate missing cost basis? What lessons can you learn? What might you want to do differently in

Private Company Stock Options: Things to Know Now

Private Company Stock Options: Things to Know Now

In any private tech company, there are typically five types of stock options available: QSBS (qualified small business stock) LTCG

When to Sell Stock Options

When to Sell Stock Options: Learn Stock Option Type & Time to Sell

Having stock options, RSUs, or an ESPP as part of your compensation package can be a great way to build

iso cashless exercise

ISO Cashless Exercise Now vs. Wait & Exercise Later

Imagine a typical job searcher in Silicon Valley: She took a job at a tech company, and part of her