by Landon Loveall | Jul 9, 2020 | Employee Stock Options, Stock Options
You can see the money now, can’t you? ???? ???? Your company’s hit their IPO, and you finally get to cash in on your stock options. ???????? You’ve received all the exciting emails from HR about what you’ll be able to do and when, and your trading window is...
by Landon Loveall | Jun 25, 2020 | Stock Options
As a financial planner, ISO (incentive stock options) are my favorite. There are so many ways they can flexibly create wealth, especially when our clients have a combination of stock options that also include NSO (nonqualified stock options) and RSU (restricted...
by Landon Loveall | May 14, 2020 | Employee Stock Options, Financial Planning, Stock Options, Tech Companies
Imagine a typical job searcher in Silicon Valley: She had dreams of working for a big tech giant one day, but needed to cut her teeth on a smaller company to get experience first. She took a job at a tech company, and part of her compensation package was ISO...
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 | 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...
