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Pre-IPO Guide for Employees: 5 Steps for RSU, Stock Options, Tax
Surprise! Your company just announced an IPO. Congrats! You know in theory...
When Should I Exercise My Private Company Stock Options?
Getting more stock options from your employer is always a good thing. After...
When to Exercise Stock Options Startup and Before IPO
Deciding when to exercise stock options in your startup before it’s sold or...
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...
What Is a CP2000 IRS Notice? Plus, Response Letter Sample
A random, unexpected letter from the IRS is never something you want to...
Employee Stock Options Explained: How to Avoid 3 Killer Mistakes
Employee stocks options is a long, complex topic that we simplify by helping...
Alternative Minimum Tax ISO: How Does It Work
Alternative minimum tax (AMT) on Incentive Stock Options, or ISO, is so...
QSBS Exemption Requirements: 100% Exclusion of Capital Gains
What if I told you that you could receive $10 million dollars and not pay any...
Small Business Capital Gains Exemption – Sell QSBS, Pay Zero in Capital Gains Tax
What if I told you there was a way to pay zero dollars in capital gains tax if...
Angel and Startup Investment Fund K1 for Investors
In the world of startups, “angel investing” has become a pretty sexy term… for...
5 Lessons Learned from Missing Cost Basis
How do you calculate missing cost basis? What lessons can you learn? What...
QSBS Stacking, Packing, and Rollovers: Choose the right fit for you
If you were around when a corporation was still small but it’s become large...