The New 83(i) Election for NQSOs and RSUs Can Be a Big Tax Break
When Congress passed the Tax Cuts and Jobs Act in December 2017, one of the new features introduced to the tax code was the 83(i) election. This offers a tax break for certain stock option holders, and could significantly benefit your financial situation if you qualify for this tax break. (Read up on other relevant […]
3 Tech Employees, 3 Different Stock Option Strategies
Not all stock option strategies are created equal, and the right strategic moves for you as a tech employee will depend on when you came on the scene. Unfortunately, you can’t just copy your coworkers when deciding what to do with your stock options. You need a specific set of action steps for your situation. […]
5 Key Decisions to Make About Stock Options
Stock options can be a great way to supplement your income and build wealth. It’s critical that you know your strategy to make the best of them inside and out.
Stock Option Decisions: How Do You Make the Best Choice?
Receiving stock options can provide you with a fantastic opportunity to build wealth. But as with any investment, nothing is guaranteed — and making the wrong stock option decisions could cost you. To help you avoid making a mistake, let’s discuss the things you should consider before you do anything with yours. What Are Stock […]
Uber Tender Offer: Do I qualify as an accredited investor?
The past few weeks in the world of tech companies have been like Mitch-a-Palooza from the movie Old School: a wild and crazy party thanks to the Uber tender offer. We’ve been working ‘round the clock to help current clients and new contacts with this tender offer — and want to help you, too, by […]
What is a 10b5-1 Plan — And Should I Participate in Mine?
Restricted stock units (RSU), incentive stock options (ISO), and nonqualified stock options (NQ) are all nice to have. Trading windows and lock-out periods, though? Not so much. 10b5-1 plans can help you set up a trading plan that is not limited to set trading windows. These plans allow shareholders like execs and company insiders to […]
The Definitive Guide to Employee Stock Options
Making sense of your employee stock options is tough. A quick Google search won’t help. Search “stock options” You get results that include instructions on how to buy “call” or “put” options. This is not helpful at all when you are just trying to make sense of the grant you received at work. You will see “employee stock […]
3 Things To Do Before Your Lock-Up Period Expires
It’s been a good year for tech IPOs. Nine tech companies went public in the first four months of 2017, compared with just one over the same time period in 2016.
That’s great for the tech industry. But what does it mean for you as an individual?
When a company goes public, the clock starts on its lock-up period. The lock-up period usually lasts from 90 to 180 days, and during this time, you can’t sell your stock if you’re considered a shareholding insider.