by Landon Loveall | Apr 16, 2024 | Stock Options, Tech Industry, Tender Offers
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...
by Landon Loveall | Feb 6, 2024 | Stock Options
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...
by Chelsea Rustek | Feb 14, 2023 | Stock Options
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....
by KBFA Team | Jan 31, 2023 | Financial Planning, Stock Options
Your days at the company are numbered. Maybe you’ve gotten a job elsewhere, been laid off, or are taking that long-awaited sabbatical. Unfortunately, you’ve just realized that moving on to the next thing wasn’t as easy as sending goodbye messages to your work buddies...
by Chelsea Rustek | Jan 17, 2023 | Financial Planning, Stock Options
We’re all seeing it: It feels like every other week there’s another LinkedIn announcement of one company or another downsizing its workforce, especially in the tech industry. Which means a lot of people have already had to switch their jobs this year, and because of...
by Landon Loveall | Nov 22, 2022 | Investing, Stock Options
One of the trends I’m seeing this year is new clients who think they need a 10(b)5-1 plan. In discovery calls, they’ll tell me it’s something they want help with. Then, when they become a client and list out their top three questions, one of them is inevitably about...
