Landon Loveall, CFP

Latest Posts by Landon Loveall, CFP

early employee equity

Selling Early Employee Equity in a Startup Fundraising Round

Over the last few years, we’ve noticed a BIG trend growing in our clients who work for startups: The opportunity

woman planning around trading window

How to Plan Around Trading Windows

Going to jail for insider trading is no good. Thankfully, though, there are ways you can legally buy and sell

supplemental pay

What is Supplemental Pay?: Bonus, RSU, NQ Withholding

In the tech world, it happens all the time: Employees get supplemental pay beyond their base income. They file their

tender offer tax treatment

Tender Offer Tax Treatment: 5 Keys to Tax and Investing Cash After

We’ve been helping tech employees navigate tender offer tax treatment since 2017… and over the years, these tender offers have

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