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Flow Financial Planning, LLC
  • Home
  • About
    • About
    • Flow in the Media
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Tag: stock options

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  2. Tag Archives: stock options

Should You Exercise Your Options at Your Private Company? 4 Approaches to Consider

Block Woman balancing on a slender tightrope in the top third of the image.

This is for all you private-company employees out there who still have your job. And have exercisable stock options hanging over your head, causing persistent low-key anxiety about:

Should I be doing something with these?

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AMT early exercise exercising options ISOs NSOs private company stock privately held company stock options tax planning

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.

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espp RSUs stock options tax planning taxes

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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company stock going public IPO ISOs NQSO RSUs stock options

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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company stock ISOs NQSO stock options

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.

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finances organization IPO RSUs stock options

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.”

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company stock going public investing IPO private company stock restricted stock units RSU RSUs stock options taxes

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?”)

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

Lessons from Airbnb’s IPO

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

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.

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airbnb company stock options investing investment strategy IPO Options public company restricted stock units RSU RSUs stock options

Airbnb Is Going Public. What Should I Do with My Stock Options?

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

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?

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airbnb company stock options investing investment strategy IPO Options public company restricted stock units RSU RSUs stock options

Airbnb Is Going Public. What Should I Do with my RSUs?

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

Airbnb is going public. You have a bunch of RSUs. You are wide-eyed with uncertainty and excitement. Discuss.

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airbnb company stock options investing investment strategy IPO Options public company restricted stock units RSU RSUs stock options

Airbnb Is Going Public. What a Good Time to Give Away Your Money.

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

If you’re staring at a windfall from Airbnb’s upcoming IPO, let’s take a moment to think about giving some of it away.

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airbnb charitable donations charitable giving company stock options investing investment strategy IPO Options philanthropy RSUs stock options

Airbnb Is Going Public. Time to Create a (Flexible) Strategy.

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

Soooo…Airbnb’s going public. Can I get a woo woooo?!

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airbnb company stock company stock options exercising options investing investment strategy IPO Options private company stock RSUs stock options
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