When Should I Exercise My Private Company Stock Options?
Getting more stock options from your employer is always a good thing. After all, if you’re giving your all to help grow a company, shouldn’t you be rewarded when the massive success hits? I’ll always be a fan of my clients having as many stock options available as possible, but the truth is, in private […]
When to Exercise Stock Options Startup and Before IPO
Deciding when to exercise stock options in your startup before it’s sold or has an IPO can be a pretty sticky situation. For one, you have no idea what’s going to happen in the future: your startup could have a successful IPO and you could make millions because you decided to exercise your options now… […]
How Much of My Company Stock Should I Own? – 3 Steps
Most of the time, tech employees think it’s a good idea to keep “some, but not all” of their company stock. And as long as they believe in the company, we agree with them 110%. The only problem is, “some but not all” is not a specific number. If you don’t know what that specific […]
Employee Stock Options Explained: How to Avoid 3 Killer Mistakes
Employee stocks options is a long, complex topic that we simplify by helping you avoid the three killer mistakes. You know them well: Surprise huge tax bills Over concentration in single tech stocks Too much cash sitting around not invested Together they will leave your employee stock option and RSU plan bloodied and bruised. We […]
Alternative Minimum Tax ISO: How Does It Work
Alternative minimum tax (AMT) on Incentive Stock Options, or ISO, is so confusing. You don’t receive any cash when you exercise ISO and pay ordinary income tax when you exercise your options. But you could have to pay the alternative minimum tax. Here is what you need to know now. Alternative Minimum Tax on ISO […]
Private Company Stock Options: Things to Know Now
In any private tech company, there are typically five types of stock options available: QSBS (qualified small business stock) LTCG (long-term capital gains) Shares Unexercised ISO (incentive stock options) Unexercised NQSO (non qualified stock options) RSU (restricted stock units) And if your eyes glazed over looking at that list, I don’t blame you. Only nerdy […]
ISO AMT Tax: What You Need to Know
ISO AMT tax is a real doozy. In fact, a lot of people are still confused about what it all means. We’re seasoned with working with tech employees who are frequently affected by things like ISO AMT tax, so we wanted to help you understand how these tax laws will affect you if you choose […]
When to Sell Stock Options: Learn Stock Option Type & Time to Sell
It feels good when you’ve got different stock options, RSU, and ESPP to work with to grow your wealth. What doesn’t feel good is when you don’t know when to sell stock options, or what moves to make based on their different types. Like, should I sell RSU or ESPP first? When to sell stock […]
How Do Stock Appreciation Rights Work?
Companies are getting more and more competitive (and creative) with their compensation packages to find, attract, and keep skilled professionals. And with that creativity of new forms of compensation, SARs, or stock appreciation rights, are starting to gain steam. How stock appreciation rights work is interesting: sort of like a morphing of nonqualified stock options […]