Landon Loveall, CFP

Latest Posts by Landon Loveall, CFP

amt credit carryforward

How Does the AMT Credit Carryforward Work with ISO?

Guys, let’s be honest… understanding the Alternative Minimum Tax (AMT) and how it works with Incentive Stock Options (ISOs) can

How do RSUs work

How Do RSU Work: The Beginner’s Guide (Start Here)

Hands down, I find myself answering more questions about RSU (restricted stock units) than any other type of stock option.

founders share tax

Founders Shares: Here’s How to Avoid a Huge Tax Bill

Selling founders shares is one of the largest transactions you’ll ever sign, and the tax math behind it can take

cash acquisition tax implications

Tech Employees Guide to Cash Acquisition Tax Implications

So your company is being acquired in an all-cash deal, and now you’re wondering how to avoid a massive tax

double trigger rsu tax

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. Congratulations! You’re about to come

Critical Money Lessons for Tech Employees

5 Critical Money Lessons for Tech Employees

Navigating the financial landscape as a tech employee, particularly when dealing with stock options and IPOs, can be daunting. Understanding

ISO to NSO conversion

ISO to NSO Conversion: Should You Convert Your Stock Options?

Ahh, the golden handcuffs. Those lovely things that keep you chained to your current job until the IPO. They’re not

selling stock to buy a house

Selling Stock to Buy a House in 2024: Seven Steps

Buying a house is one of the biggest decisions of your life. ???? No matter where you live. Selling stock

tender offer for shares

Exercising ISO After Employee Tender Offer: A Huge Opportunity

It’s great when a company grants you stock options… and even better when those options can lead to a massive