by Landon Loveall | Mar 12, 2020 | Financial Independence, Tax 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 Landon Loveall | Feb 13, 2020 | 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 | Jan 23, 2020 | Stock Options
One of the biggest benefits of being a startup tech employee is stock options. It makes sense: the better the company does, the more opportunity you have to grow your personal wealth. As someone helping to grow the company, you have skin in the game, so you, the...
by Landon Loveall | Jan 9, 2020 | Stock Options
Last month, we talked about the risk factors of the five types of equity available to employees in a private / pre-IPO company. As a review, those five things are: Qualified small business stock Long-term capital gains shares Unexercised ISO Unexercised NSO Restricted...
by Landon Loveall | Dec 26, 2019 | ISO, Stock Options
Ahh, the golden handcuffs. Those lovely things that keep you chained to your current job until the IPO. They’re not so bad if your company is going to IPO in a year or two, but with more and more companies delaying their IPO, it puts startup and private company...