by Chelsea Rustek | Mar 19, 2024 | Employee Stock Options, Tax Planning
You could be overpaying your stock options tax without knowing it — even if you have a tax preparer. Here’s how to dodge this costly tax trap. Exercising your employee stock options is a good thing. After all, it usually means you’re becoming wealthier and smarter...
by Jim Brightman | Jan 9, 2024 | Employee Stock Options, Tax Planning
If the value of your company’s stock declined significantly after you exercised Incentive Stock Options (ISO), you may have a tax problem. Here is a strategy for avoiding AMT on ISO stock options when the stock price falls. Did you exercise and hold? A common strategy...
by Landon Loveall | Apr 23, 2020 | Building Wealth, Financial Planning, Tax Planning, Tech Companies, Tech Industry
It’s no secret at this point: We’re in a bear market, and stock prices are going down for A LOT of companies. ???????? And while we certainly hope there’s no serious long-term damage done to investor portfolios, there is a silver lining for tech employees with ISO...
by Landon Loveall | Mar 12, 2020 | Building Wealth, Financial Planning
So, your company’s going through a cash acquisition, huh? And now you’ve got to figure out how to make the most of this acquisition… and how to not totally go under from the tax implications of it. We spend a lot of time talking about how to prepare for IPOs on this...
by Jackie Kleinman | Mar 4, 2020 | Building Wealth, Tax Planning
Tax season is upon us. Hopefully, you paid attention to my previous blog about getting prepared, and have all of your tax-related documents ready for the big tax appointment day. Don’t put it off! Even if you think you will owe money, it’s better to find it out sooner...