Tech IPO tax planning: Should you select 22% or 37% withholding?
How to make an IPO tax withholding selection that works for you. If you’re a tech employee with a looming IPO, you’ve got a potentially life-changing payday to look forward to. But before you get too excited, you need to make some big decisions. No, not about how soon you’ll retire or what international vacation […]
Instacart eyeing long-awaited IPO: How its employees can prepare for the big day
Expert advice about maximizing your financial gains from the grocery-delivery tech company’s public debut, slated for September. Following a nearly two-year dry spell, tech IPOs are seeming to finally pick up speed. Klaviyo and Arm recently shook things up with their plans to go public in September. Now, grocery-delivery company Instacart is doing the same. […]
Arm IPO News: How its U.S. Employees Can Prepare for the Big Day
Expert advice about maximizing your financial gains with the latest ARM IPO news. After a dry year and a half for tech IPOs, England-based semiconductor and software design company Arm Ltd shook things up with its public debut in September 2023. Though based in the United Kingdom, the SoftBank-owned company — which has offices in […]
RSUs vs. Cash: Which Should I Choose Before a Tech IPO?
Instacart employees can choose between cash and RSUs for their refresh grants this year. Here’s the smarter choice. Today’s stock market has lost some steam, and it didn’t happen out of the blue. The shift can be traced back to historically quick reversals in U.S. monetary policy post-2021, along with dramatically increased interest rates. These […]
7 Female Founders Who Took Their Tech Companies Public
Meet seven women entrepreneurs who successfully took their tech companies public. From scaling their startups to looking for venture capital, female founders have made strides to level the male-dominated tech playing field. Each year, we see more women entrepreneurs in the tech space, and numbers are only expected to grow. Female-led tech IPOs have also […]
Post-IPO blues: How to cut your losses after riding the tech stock dips
You may have held onto your stock for too long but there’s still time to turn things around. Going public is no easy feat. As a tech executive, you get so consumed by the IPO process that it feels impossible to pause and make a financial plan for what you’ll do after the bell rings. […]
Psychology of Sudden Wealth: How to Confront a Spouse Who Wants to Splurge After an IPO
Your company’s gone through an IPO, the lockout period is coming to a close, and you’re counting down the days until you can finally get your hands on some of that hard-earned cash. That is… until your husband or wife starts talking about their ideas on what you two should do with the money… and […]
Managing a Financial Windfall With Your Partner: IPOs
We all know the cliche: most lottery winners end up broke. And we also all know why: When people who aren’t used to big financial windfalls receive them, they don’t know how to manage them properly. Even if they’re given a “golden ticket” amount—where technically, on paper, they’d never have to work again—many still end […]
How & When to Sell Shares After an IPO
It was a Friday, and I’d just wrapped up a long week of work in our San Francisco office. I was excited to get home, and at first it seemed like any other week: get to the airport, grab some breakfast, and hop on the plane home to my wife and children in Tennessee. That’s […]