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
Moving from a Public to a Pre-IPO Company: How Will Your Finances Change?
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
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
Plans for your company’s IPO have gone pfft. What should you be doing about your company stock and personal finances now?
The IPO market is very sad right now.Continue reading
RSUs After They Lose Value: Are You Anchoring on the Price at Grant?
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
Should I withhold 22% or 37% on my RSUs when my company goes public?
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
Your Company Is Going Public. The Power of a Good Question. Or 5.
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
Is your take-home pay too tiny to live on? That’s okay! We can make it work.
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 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
Lessons from Airbnb’s IPO
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
Airbnb Is Going Public. What Should I Do with My Stock Options?
Airbnb is going public. You have stock options. Likely you also have RSUs and possibly even outright shares of stock. Does it all feel like one inextricable heap? How will you ever create a comprehensive, comprehensible strategy for all of this?Continue reading
Airbnb Is Going Public. What Should I Do with my RSUs?
Airbnb is going public. You have a bunch of RSUs. You are wide-eyed with uncertainty and excitement. Discuss.Continue reading