Imagine a typical job searcher in Silicon Valley: She took a job at a tech...
ISO Cashless Exercise Now vs. Wait & Exercise Later
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Stock Options
How Do Stock Appreciation Rights Work?
Companies are getting more and more competitive (and creative) with their...
Exercise and Sell or Exercise and Hold – Stock Options Case Study
So your company just announced a tender offer or IPO. The rubber is about to...
ISO AMT and Cost Basis: What You Need to Know
If I had $1 for every time I had a conversation with smart-but-frazzled...
How Does the AMT Credit Carryforward Work with ISO?
Guys, the Alternative Minimum Tax (AMT) & all. the. things. about it are...
How Do RSU Work: The Beginner’s Guide (Start Here)
Hands down, I find myself answering more questions about RSU (restricted stock...
Double Trigger RSU Tax: 5 Ways to Avoid a Scary Tax Bill
First of all, if you’ve got a double trigger RSU that are about to settle....
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...
