by Landon Loveall | Feb 27, 2020 | Building Wealth, Financial Planning, San Francisco, Tax Planning
Preparing for taxes can be a doozy of a task… and not just for accountants. Yes, while some filings are easier than others for us, you’ve still got a lot to sort out on your own before you ever come in to see someone like me. I know, I know. Unfair. Especially since...
by Landon Loveall | Dec 12, 2019 | Building Wealth, Financial Planning, IPO, Tax Planning, Tech Industry
Something interesting happened with 2019 IPOs. This year, more than ever before, founders are taking their companies public with less equity in their companies than in the past. In the IPOs that happened this year, founders only had an average of 7% stake in their...
by Jackie Kleinman | Dec 4, 2019 | Building Wealth, Financial Planning
Does your company have an in-plan Roth conversion program? Are you taking advantage of it? If not, you may be missing out on one of the best retirement savings strategies than has come along in years. A Mega Backdoor Roth, as it’s called, allows you to contribute...
by Jackie Kleinman | Oct 31, 2019 | Building Wealth, Financial Planning
Have the big plans you made at the beginning of the year come to fruition? When was the last time you did a recheck to assess your progress? Now is the time! As you reset your clocks to “fall back” it’s also the perfect time to fall back into a look the goals...
by Landon Loveall | Oct 24, 2019 | Building Wealth, Employee Stock Options, Stock Options, Tender Offers
It’s great when a company gives you stock options. It’s even better when those stock options give you massive pay day when the company goes public. ???? ???? What’s not great is that to exercise these stock options, you have to spend money. Money that may not...
by Jackie Kleinman | Aug 28, 2019 | Building Wealth, Financial Planning
Most of us have been told at some point in our life that it’s important to “save.” Yet as I’ve worked with clients and their money over the years, I’ve noticed that the concept of “saving” has multiple interpretations and approaches. Some people just do it naturally...
