by Landon Loveall | Jan 9, 2017 | Buying A House, Financial Planning, San Francisco
Many of our new clients come to KB Financial Advisors with lots of questions and concerns. Questions and concerns that have built up over years. When should I sell my shares? What do I do with my stock options? How should I invest my cash? Should I buy a house? How do...
by Landon Loveall | Jul 5, 2016 | Buying A House, Financial Planning, San Francisco, Tech Industry
How to react to the announcement of an acquisition, liquidity event, and sudden windfall. It Happened Today Everyone gathered in the big conference room. They announced the deal. Cheers and applause… We all made mental notes of how much money we would receive as...
by Landon Loveall | Jun 28, 2016 | Financial Planning, San Francisco
Compound return on good decisions is the ability to connect your daily decisions with a common thread. One good decision leads to another. It is the most powerful force in life and money. Think of the lives of other successful women and men. Are they the product of...
by Jim Brightman | Jun 21, 2016 | Financial Planning, San Francisco, Tax Planning
Want to know how to save $420,000 in taxes on stock options? File the 83(b) Election Filing an 83(b) election is the secret to creating years of wealth in one moment. Don’t let the opportunity pass you by. In certain circumstances, you can save a significant...
by Landon Loveall | Jun 15, 2016 | Employee Stock Options, Financial Planning, San Francisco, Tech Industry
You know them well: Surprise tax bills Single tech stocks Too much cash Together they will leave your financial plan bloodied and bruised. We will explore each mistake. Plus three ways to flip the script and turn your plan into a real killer. It’s Not Your...
by Jim Brightman | Jun 8, 2016 | Employee Stock Options, San Francisco, Tax Planning
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...