by Landon Loveall | Apr 9, 2020 | Stock Options, Tax Planning
ISO tax treatment can be a headache. ???? Seriously. If you’ve got incentive stock options with your company, you’ll know they come with their own little set of tax rules. Alternative minimum tax? Minimum tax credit? The difference between stocks held more or less...
by Landon Loveall | Mar 26, 2020 | Building Wealth, Employee Stock Options, Financial Planning, IPO, Tech Companies
When a company announces a secondary market offering… it rarely hits they news. But they can be an incredible opportunity for startup employees to liquidate their assets before a direct listing or IPO happens. In fact, I would never suggest overlooking an...
by Landon Loveall | Aug 22, 2019 | Buying A House, IPO
Living in an affluent city where tech companies thrive has its perks. For one thing, there are plenty of career options. But it also has its downsides. Like paying through the nose for a place to live: whether you rent or buy. ???? ???? When an “average” house costs...
by Landon Loveall | Jul 11, 2019 | Building Wealth, Employee Stock Options, IPO, San Francisco, Stock Options
When people are granted stock options, it’s the same BIG question, every time: Buy? Or sell? And when it comes to RSU (or restricted stock units), we almost always tell our clients to sell, and to sell them ASAP. Like, don’t even hesitate, wait, or take time to “think...
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...
