So your company just announced a tender offer or IPO. The rubber is about to...
Same Day Sale vs. Exercise & Hold Case Study
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Stock Options
‘How Much Company Stock Should I Keep?’ – 3 Steps
Most of the time, tech employees think it’s a good idea to keep “some, but not...
Top 5 Mistakes With Employee Stock Options & How to Avoid Them
You can see the money now, can’t you? ???? ???? Your company’s hit...
How to Use Incentive Stock Options: A Year-by-Year Approach
As a financial planner, ISO (incentive stock options) are my favorite....
Cashless Exercise vs. Wait & Exercise Later: How to Use ISO When You Have No Money
Imagine a typical job searcher in Silicon Valley: She had dreams of working...
How to Avoid AMT on ISO Exercise With Lower Share Prices
It’s no secret at this point: We’re in a bear market, and stock prices are...
ISO Tax Treatment: a 12-Month Plan for Optimizing Incentive Stock Options
ISO tax treatment can be a headache. ???? Seriously. If you’ve got incentive...
Selling Stock Options Strategy When You’re In the Highest Tax Bracket
Something interesting happens to a lot of our clients when their companies...
Incentive Stock Options Basics: Everything You Need to Know About ISO, Tax, & Selling
One of the biggest benefits of being a startup tech employee is stock options....
Get More For Your Money: Exercising Stock Options in a Private Company
Last month, we talked about the risk factors of the five types of equity...
Should You Do An ISO to NSO Conversion With Your Stock Options?
Ahh, the golden handcuffs. Those lovely things that keep you chained to your...
Private Company Stock Options: Risk Factors of Each Type of Equity
In any private tech company, there are typically five types of stock options...