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...
by Chelsea Rustek | Oct 4, 2022 | Stock Options
No one likes an unexpected tax bill. ???? No one. And yet, it happens all the time. Even to smart people. Really smart people. Especially, in our experience, smart people with stock options. Why is that? And how can you make sure you avoid getting an unexpected tax...
by Chelsea Rustek | Sep 6, 2022 | Stock Options
Most of our advice on this blog surrounds exercising and selling stock options after they vest. But did you know that you can (sometimes) go ahead and pay taxes on your options before they vest? You can! And it’s via a Section 83(b) election. This can be incredibly...
