by Landon Loveall | Feb 27, 2020 | Building Wealth, Financial Planning, San Francisco, Tax Planning
Preparing for taxes can be a doozy of a task… and not just for accountants. Yes, while some filings are easier than others for us, you’ve still got a lot to sort out on your own before you ever come in to see someone like me. I know, I know. Unfair. Especially since...
by Landon Loveall | Feb 13, 2020 | Employee Stock Options, Stock Options
Something interesting happens to a lot of our clients when their companies IPO: they find themselves stuck in the highest tax bracket, no matter what they do. For at least a year. Maybe even two. ????️ ????️ And that wouldn’t be so bad if the stocks that vested at the...
by Landon Loveall | Dec 12, 2019 | Building Wealth, Financial Planning, IPO, Tax Planning, Tech Industry
Something interesting happened with 2019 IPOs. This year, more than ever before, founders are taking their companies public with less equity in their companies than in the past. In the IPOs that happened this year, founders only had an average of 7% stake in their...
by Jackie Kleinman | May 31, 2019 | Building Wealth, Financial Planning, Tax Planning
Have you ever looked at your paycheck and wondered why the amount is so much less than you thought it would be? It certainly doesn’t equal your annual salary divided by the number of paychecks you get in a year. Where does all the money go? Understanding 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...