First of all, if you’ve got a double trigger RSU that are about to settle....
Double Trigger RSU Tax: 5 Ways to Avoid a Scary Tax Bill
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Stock Options
ISO to NSO Conversion: Should You Convert Your Stock Options?
Ahh, the golden handcuffs. Those lovely things that keep you chained to your...
Selling Stock to Buy a House in 2024: Seven Steps
Buying a house is one of the biggest decisions of your life. ???? No matter...
RSU Strategies for Tech Professionals with Landon Loveall
When you're negotiating your compensation package, it's easy to focus on the...
Cost Basis and RSU: THE Easy-to-Understand Tech Employee’s Guide
When you’ve got stock in a company, it’s normally a really, really good thing....
How to choose the right ISO exercise strategy for you
Understand your 5 strategic options and select the best one for your financial...
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...
How to Avoid the IRS Tax Trap on Stock Options
You could be overpaying your stock options tax without knowing it — even if...
RSUs vs stock options: Key differences in an IPO
Understand the pros and cons of these equity types, their tax implications,...
Avoiding AMT on ISO stock options if your company’s stock drops
If the value of your company’s stock declined significantly after you...
Everything You Need to Know About Non-Qualified Stock Options in San Francisco
Non qualified stock options (NSO) are one of three types of stock options...
Did you hold onto your stock through the 2022 dip? Here’s how to make your money back.
How to devise a smart selling plan and see real tech IPO examples you can...
