Surprise! Your company just announced an IPO. Congrats! You know in theory...
Pre-IPO Guide for Employees: 5 Steps for RSU, Stock Options, Tax
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Stripe Tender Offer: 7 Expert Tips to Protect Your Money
Here’s how Stripe employees can avoid high taxes and maximize their financial...
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...
How to Plan Around Trading Windows
Going to jail for insider trading is no good. Thankfully, though, there are...
Tender Offer Tax Treatment: 5 Keys to Tax and Investing Cash After
We’ve been helping our clients with tender offer tax treatment since 2017....
Tech Employees Guide to Cash Acquisition Tax Implications
So, your company’s going through a cash acquisition, and you're scared of the...
Exercising ISO After Employee Tender Offer: A Huge Opportunity
It’s great when a company gives you stock options. It’s even better when those...
Private company tender offer: What to do when your company announces one
Learn what employee tender offers are, whether you should sell, and how to...
RSUs vs stock options: Key differences in an IPO
Understand the pros and cons of these equity types, their tax implications,...
5 Ways to Sell Stock After an IPO
The IPO was announced. You took action and did the 5 things everyone must do....
The acquisition transition: You got a lump sum of cash, now what?
A guide to investing your lump sum to generate passive income. Seeing your...
3 Ways to Manage Concentration Risk After Your IPO
Here’s how tech employees should handle concentration risk for the best...
