Pre-IPO Guide for Employees: 5 Steps for RSU, Stock Options, Tax

pre-IPO guide for employees

Surprise! Your company just announced an IPO. Congrats! You know in theory you’re about to come into a lot of money… but how do you get your hands on it? Will you have to hand 50% of it over to the IRS in taxes? Or can you finally buy the house you’ve been wanting for […]

Stripe Tender Offer: 7 Expert Tips to Protect Your Money

protect money stripes tender offer

Here’s how Stripe employees can avoid high taxes and maximize their financial gains from the new tender offer. Stripe employees and alumni were recently met with a tender offer by the fintech, enabling them to sell restricted stock units (RSUs), shares, and options expiring in the next two years for a potentially big payday. (In […]

Selling Early Employee Equity in a Startup Fundraising Round

early employee equity

Over the last few years, we’ve noticed a BIG trend growing in our clients who work for startups: The opportunity for selling early employee equity in a startup fundraising round.  In the past, startup companies would go from zero to IPO in just a few years, but now lots of companies are taking ten years or […]

How to Plan Around Trading Windows

woman planning around trading window

Going to jail for insider trading is no good. Thankfully, though, there are ways you can legally buy and sell stock in the company you work for to build wealth without going rogue. A trading window gives employees an opportunity to sell their shares without worrying about violating insider trading laws or dealing with the […]

Tender Offer Tax Treatment: 5 Keys to Tax and Investing Cash After

tender offer tax treatment

We’ve been helping our clients with tender offer tax treatment since 2017. Since then, we’ve seen tender offers happen way more often in tech companies. Basically, for tech employees, a tender offer is like an IPO before the IPO actually happens: It’s their first chance to exercise and actually sell their stock options… giving them […]

Tech Employees Guide to Cash Acquisition Tax Implications

cash acquisition tax implications

So, your company’s going through a cash acquisition, and you’re scared of the tax implications? And now you’ve got to figure out how to make the most of this acquisition… and how to not totally go under from the tax implications of it. We spend a lot of time talking about how to prepare for […]

Exercising ISO After Employee Tender Offer: A Huge Opportunity

tender offer for shares

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 ever pay you back very well, or that you might […]

Private company tender offer: What to do when your company announces one

tender offer

Learn what employee tender offers are, whether you should sell, and how to handle the taxes. While the post-2021 IPO slump didn’t last forever, its ripple effects are present even today. The halt in IPOs led to an increase in valuable, private tech companies flushed with cash and interest from investors. Though the trend of […]

RSUs vs stock options: Key differences in an IPO

rsus vs stock options in ipo

Understand the pros and cons of these equity types, their tax implications, and how to handle them. Your company’s IPO announcement can get the wheels in your head turning about what exact equity you have and how you think about these assets. I’ve noticed a lot of my clients refer to equity compensation or employee […]