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 | Mar 20, 2019 | Building Wealth, IPO, Tax Planning
Every year, it’s the same deal:You review your finances from the year before, and try to plan out your tax strategy so you don’t have to pay through the nose to the IRS. Usually, this means finding ways to keep yourself in a lower tax bracket.(Because why wouldn’t you...
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...
by Landon Loveall | May 25, 2018 | Financial Planning, IPO, Stock Options, Tech Industry
Did you hear the news? Your company is looking at an initial public offering, or IPO — and your whole office is likely abuzz with speculation and talk that runs from useful information to pure gossip. There’s nothing simple about navigating an IPO as an employee...
by Landon Loveall | Apr 27, 2018 | Financial Planning, IPO, Stock Options, Tech Industry
Let’s set the scene: Your company went through the initial public offering (IPO). While your coworkers all busily exercised their options and sold stock, you didn’t. You decided to wait and see. Maybe you felt uncertain about what to do, or you didn’t want to...