Category: Public-company equity

Avoid These 5 Big Tax Mistakes with RSUs, Stock Options, and ESPP

Block Woman is wearing a battered tan-colored wool hat. There are 3 traps nearby: a cement block; a lasso; a green jungle camouflage.

Stock compensation can be a great pathway to wealth, but they also come with their own set of tax implications. Unfortunately, many taxpayers miss important tax considerations when it comes to stock compensation.

The Three Stages of an IPO. Which Are You In? What Should You Be Doing Now?

Block Women on level two of a three-level blue staircase

If you work—or worked—at a private company, maybe you think IPO planning is just what you do in the few months before and after the IPO.

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You have 90 (30?) days, to exercise your ISOs or let them convert to NQSOs. What to do?

The last thing you need after you’ve lost your job is to be forced to make a decision—that could be worth a lot of money—in just a few weeks.

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You kept all your company stock. And now it’s worth so much less. What should you do?

Block Woman being elevated while with a pile of papers underneath

Picture it: Bay Area, November 2021. You own a bunch of Block (or Airbnb, DoorDash, UiPath, Squarespace, Palantir) stock. You’ve got plans!

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Have NSOs in a public company? How “leverage” helps you decide when to exercise them.

If there’s one topic that our clients have no idea how to figure out, it’s the question of when to exercise their stock options. (Also, “What do you mean, the tax code works like that?”)

leverage non-qualified stock options NSO NSOs rule of thumb stock options

How many of my RSUs should I sell?

How many of your RSUs should you sell when they vest?

I have long given the advice, “Just sell ‘em all, ASAP.” But I’ve grown a bit soft in my old age (hush your mouth).

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A Collection of The Most Important Bits About Restricted Stock Units (RSUs)

Flow FP's block woman contemplates future cash with a checklist in hand

Over many blog posts and over many conversations with clients and colleagues, I’ve trotted out a few different ways of framing and understanding RSUs. I never know what framing is going to hit home, so I thought I’d gather them all into one post. Maybe one thing I write below will finally make you go, “Oooooohhhhh! That’s how they work.” A gal can hope.

cash flow company stock investing restricted stock units RSU RSUs taxes

What Should I Do with My Vesting RSUs, Now that the Stock Market Is Tanking?

You work for a public company. Your RSUs are continuing to vest. The stock market and, more importantly, your company stock have dropped a lot in price. Even if you’ve been comfortably following a strategy with your RSUs, are you feeling a wee bit less certain about the strategy right now?

company stock investing RSU RSUs stock market stock market down