Use Your IPO Stock Options to Buy a House
Living in an affluent city where tech companies thrive has its perks. For one thing, there are plenty of career options. But it also has its downsides. Like paying through the nose for a place to live: whether you rent or buy. ???? ???? When an “average” house costs $1 million, the dream of buying […]
IPO: When to Sell RSU Based on Share Price
When people are granted stock options, it’s the same BIG question, every time: Buy? Or sell? And when it comes to RSU (or restricted stock units), we almost always tell our clients to sell, and to sell them ASAP. Like, don’t even hesitate, wait, or take time to “think about it.” Just sell. ???? Reason […]
Going Into an IPO With No Stock Options Exercised
So…. your company just announced an IPO. What WHAAAAT! Time to celebrate! ???? ???? Right? Well…. truth be told… you haven’t done anything with your stock options yet, so you don’t even know where to start. (And, you maybe feel kinda remorseful that you didn’t have your stuff together before this.) But honestly, as a […]
5 Steps to Solve Your IPO Tax Issues
Every year, it’s the same deal: You review your finances from the year before, and try to plan out your tax strategy so you don’t have to pay through the nose to the IRS. Usually, this means finding ways to keep yourself in a lower tax bracket. (Because why wouldn’t you want to keep more […]
3 Tax Things to Beware of After IPO
The number of tech IPOs surged in 2018, and the momentum is expected to continue well beyond 2019. If you’re a current or former tech employee holding stock options or RSUs, you might be wondering what steps to take once your company goes public. Although the answer varies, there are typically two main focus points […]
Move Over, IPOS: The Rise of Tender Offers in 2018
Back in November of 2017, we kept a close eye on some high-profile tender offers — and we predicted we’d see more companies use this approach rather than going straight for an IPO. If you’ve tuned into the tech scene’s recent news, you’ll likely agree that this is in fact what’s happening. We’ve seen it […]
3 Ways to Plan for Your IPO
Did you hear the news? Your company is looking at an initial public offering, or IPO — and your whole office is likely abuzz with speculation and talk that runs from useful information to pure gossip. There’s nothing simple about navigating an IPO as an employee (especially when all that talk can create information overload […]
IPOS of 2018: The Rapid Pace of Initial Public Offerings So Far
So far, the IPOs of 2018 have set a blistering pace that we expect to see continue throughout the year. In fact, if the current trend holds strong, we could see the second-highest number of IPOs since the dot-com bubble. Some of the heavy hitters in the tech world that we’ve watched IPO this year […]
Still Have Not Acted After Your IPO? It Could Be Costing You
Let’s set the scene: Your company went through the initial public offering (IPO). While your coworkers all busily exercised their options and sold stock, you didn’t. You decided to wait and see. Maybe you felt uncertain about what to do, or you didn’t want to make a mistake. You might have been focused on your […]