Tech Employees Guide to Cash Acquisition Tax Implications
So your company is being acquired in an all-cash deal, and now you’re wondering how to avoid a massive tax hit? You’re not alone… and you’re right to be thinking ahead. 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 […]
Exercising ISO After Employee Tender Offer: A Huge Opportunity
It’s great when a company grants you stock options… and even better when those options can lead to a massive payday once the company goes public. But here’s the catch: exercising stock options costs real money.You’re paying upfront for something that might never pay off… or worse, could lose value entirely. This is why recycling […]
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 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
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 […]
5 Ways to Sell Stock After an IPO
The IPO was announced. You took action and did the 5 things everyone must do. Now, you are in the lock out period, and it is time to develop your post IPO selling strategy. The lock out period is the time when you are restricted from selling your shares. It usually lasts six months. Now […]
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 company get acquired can feel bittersweet. It’s a culmination of years of hard work towards what used to seem like a pipe dream. Now, here you are with a lump sum of cash, thinking about your next move. Considering what’s next might […]
3 Ways to Manage Concentration Risk After Your IPO
Here’s how tech employees should handle concentration risk for the best financial outcome. One of the key tenets of investing is diversification. This practice of spreading your investments around helps you minimize your risk. But what happens when most of your eggs are, conversely, in one basket? You face concentration risk. This tends to be […]
So your company is going public? 3 key factors to inform your IPO plan
A financial advisor shares how tech employees can narrow their focus to the 3 most important factors. So, your company is going public soon and now you’re left wondering how to handle it. First off, congrats! Your looming IPO is a big deal and a unique professional milestone not a lot of people get to […]
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 […]