by Jackie Kleinman | Aug 1, 2019 | Financial Planning, San Francisco, Tech Industry
This is the third in a four-part series about your paycheck – what the various deductions mean and why you need to pay attention to them so you can effectively manage your cash flow to support the lifestyle you desire. In my last couple of blogs, I’ve talked about...
by Landon Loveall | Jun 27, 2019 | Building Wealth, Financial Planning, Tax Planning, Tech Industry
In the tech world, it happens all the time: Employees get supplemental wages beyond their base income. They file their tax returns, reporting these wages just like they’re supposed to. And then they end up with huge tax bills because the withholdings their employer...
by Landon Loveall | Jun 13, 2019 | Building Wealth, Employee Stock Options, Financial Planning, Stock Options, Tax Planning, Tech Companies, Tech Industry
When you’ve got stock in a company, it’s normally a really, really good thing. Especially RSUs (or restricted stock units). They’re stock you get just by working in a company…. Ones you don’t even have to pay for. And any time those RSU shares “vest”—meaning the...
by Landon Loveall | May 23, 2019 | Building Wealth, Employee Stock Options, Financial Planning, IRS, Stock Options, Tax Planning, Tech Industry
Guys, the Alternative Minimum Tax (AMT) & all. the. things. about it are confusing as heck. Like, that’s just how it is. I’m not even going to pretend with you right now. ????????♂️ And unfortunately, it doesn’t look like the IRS is going to simplify it for us...
by Landon Loveall | Apr 25, 2019 | Employee Stock Options, IPO, Stock Options, Tech Companies, Tech Industry
So…. your company just announced an IPO. What WHAAAAT! Time to celebrate! ???? ???? Right? Well…. truth be told… you haven’t done anything with your stock options yet, so you don’t even know where to start. (And, you maybe feel kinda remorseful that you didn’t have...
by Landon Loveall | Dec 1, 2018 | Building Wealth, IPO, Tax Planning, Tech Industry
Initial public offerings, or IPOs, have had a dramatic increase over the course of 2018. Tech employees can expect this trend to continue into 2019 and beyond, which is incredibly exciting! Current and former tech employees who hold stock options and shares...
