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Do you work for a company whose stock is stratospheric nowadays? Or are you sitting on a bunch of stock from a company that had a successful IPO? Is this your ticket to homeownership?
It’s good to have Restricted Stock Units, even if you don’t know exactly how they work. But that lack of understanding can be intimidating and paralyzing, and we end up just floating along, letting the RSUs “happen” to us, instead of making sure we’re getting the most out of them. It’s a metaphor for life, […]
Some of the problems in the high tech industry are enviable problems to have. To wit: having a lot of company stock because your company made it big.
Big tax changes are a’ comin’. Maybe. In our last blog post, I discussed one big strategy to take advantage of the possible expiration of the Tax Cut and Jobs Act: the fabled Roth conversion. The TCJA went into effect on January 1, 2018. All of the TCJA’s changes to tax law will expire at […]
As you might know, there’s a huge, all-encompassing change to tax law potentially coming up at the end of 2025. If it happens, you will almost certainly be big-time impacted. What is that all-encompassing change to tax law? It’s the expiration of the Tax Cut and Jobs Act, which went into effect on January 1, […]