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.Continue reading
The Three Stages of an IPO. Which Are You In? What Should You Be Doing Now?
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.Continue reading
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.Continue reading
You kept all your company stock. And now it’s worth so much less. What should you do?
Picture it: Bay Area, November 2021. You own a bunch of Block (or Airbnb, DoorDash, UiPath, Squarespace, Palantir) stock. You’ve got plans!Continue reading
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?”)Continue reading
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).Continue reading
A Collection of The Most Important Bits About Restricted Stock Units (RSUs)
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.
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?
Do Your RSUs Make Your Annual Income Super High? Treat Yourself, Sure, and Also…
Do you fear a recession might be around the corner? What can you do to prepare?
Are you letting your vested RSUs just sit there, for lack of a better idea? (Video)
I own a ton of company stock. I’m supposed to be doing something with it, right? Right?
Do you find yourself, after a few years of working at the same company, the proud owner of a whacking big pile of company stock?