Landon Loveall, CFP

Latest Posts by Landon Loveall, CFP

Prepare For An IPO

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.
Difference between RSUs and Stock Options

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.
rsu tax underwithholding issues

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!
incentive stock options

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

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