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:
Continue readingShould I be doing something with these?
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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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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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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The IPO market is very sad right now.
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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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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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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 readingAirbnb 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 readingAirbnb is going public. You have a bunch of RSUs. You are wide-eyed with uncertainty and excitement. Discuss.
Continue readingIf you’re staring at a windfall from Airbnb’s upcoming IPO, let’s take a moment to think about giving some of it away.
Continue readingSoooo…Airbnb’s going public. Can I get a woo woooo?!
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