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...
by Landon Loveall | Feb 10, 2022 | Stock Options
It’s all over the news, and it’s natural to start worrying about: Inflation. Inflation, inflation, inflation. ???????? We’re seeing it at the grocery stores and in the prices of most consumer goods: they’re more expensive now than they were a year ago. It’s impossible...
by Landon Loveall | Jun 24, 2021 | Stock Options, Tax Planning
Keeping it simple, cost basis is the original price you pay for an asset. It’s used as a starting point to calculate how much you earn on an asset, so the IRS knows how much to charge you for capital gains tax. Sounds pretty simple, right? In theory, yes. But in...
by Landon Loveall | Jun 10, 2021 | IPO, Stock Options
For most tech employees, finding out an IPO is on the horizon is like a sailor seeing land for the first time in months: They know their hard work & risk-taking has paid off, and they’re about to be rewarded with the excitement and freedom that comes with this new...
