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Equity Compensation

Equity compensation is one of the best benefits that an employee, a founder, or c-suite employee will receive while working at a high tech company. This benefit can be confusing at times. It is important to understand how to balance the risk, potential reward, and tax ramifications in order to make the most of it. In these blogs, we provide educational information on equity compensation and perspective on how you should think about this valuable benefit.

11 08, 2021

Pre IPO Stock Options and RSUs: A Comprehensive Guide

By |2022-07-19T15:51:36+00:00August 11th, 2021|Equity Compensation, Financial Planning, Tax Management|0 Comments

As a tech professional, there are many ways for a liquidity event to happen to you. You can be a part of an IPO, a merger, a buy-out, a tender offer or even getting wrapped up in a SPAC. In any of those cases, your pre IPO stock options will [...]

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7 11, 2020

Should I Participate in ESPP at Work? 5 Situations to Consider.

By |2022-02-01T16:47:16+00:00November 7th, 2020|Equity Compensation, Financial Planning|0 Comments

When you think about your employer benefits a question you should ask yourself is "Should I participate in ESPP at work?" If you have this benefit it may not be clear why you would participate. At first, ESPPs may not seem as attractive as receiving RSUs or even your 401k [...]

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17 06, 2020

Should I Sell My RSUs When They Vest? Not In These 2 Situations.

By |2022-06-30T14:58:24+00:00June 17th, 2020|Equity Compensation, Financial Planning, Tax Management|0 Comments

How does the majority of the internet answer the question of should I sell my Restricted Stock Units (RSUs) when they vest?  Almost always with a big fat YES. But jumping to the conclusion that this is the right answer for you is shortsighted and could lead to you to [...]

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13 05, 2020

How to Handle RSUs: Understanding your Emotions

By |2022-02-01T16:48:40+00:00May 13th, 2020|Concentrated Investments, Equity Compensation, Financial Planning|0 Comments

There are a plethora of guides on how to handle RSUs from a financial planning and tax efficiency perspective. However, few have taken a look at what actually drives people's decisions. Emotions. In a recent blog post, we discussed how RSUs are income in the form of your employer shares. [...]

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9 03, 2020

RSU Tax Rate Is Exactly The Same As Your Paycheck

By |2022-06-30T15:00:53+00:00March 9th, 2020|Equity Compensation, Financial Planning, Tax Management|0 Comments

One of the biggest benefits of working for high tech companies is receiving equity. As a CFP, it is one of my favorite and most important topics to discuss. Your employer can pay equity in several ways. With each form of equity compensation, there are a variety of tax rules [...]

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