A few weeks ago, I was talking with a client about his 2023 taxes. About the fact that he hadn’t paid estimated taxes in 2023. And that a probably big, but who-really-knew-how-big tax bill was looming before April 15. And that his CPA would give him some recommendations for paying estimated taxes in 2024. And that he should pay those estimated taxes so we’re not in this position again next year.
Continue reading
Are you tempted to believe that there are magical solutions to your financial problems?
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
If you’re moving from a giant, public tech company to a pre-IPO company, especially a small pre-IPO company, you’re in for some meaningful changes.
Continue reading
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
The IPO market is very sad right now.
Continue reading
Do you work for a public company? Your RSUs are probably worth waaaay less when they vest nowadays than you thought they would be just six months ago.
Continue reading
As so many of my blog posts seem to, this one starts with “Congratulations! Your company is going IPO! Now you have…all these decisions to make.”
Continue reading
Much of the work of personal finance isn’t objective. There isn’t An Answer. Because it’s “personal” just as much as it is “finance.”
Continue reading
But, Meg, what will I live on?
A delightful and Highly Suspicious client asked me this recently when I was talking with her about not only maxing out her participation in her company’s (Airbnb’s) ESPP but also maxing out her after-tax contributions to her 401(k).
Continue readingHow 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
The unique, initial 7-day trading window for all the Airbnb employees after the IPO has now closed. What might we learn from Airbnb’s IPO, even though we still have most of a 6-month lockup left to go? I think plenty.
Continue reading