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Tax Treatment of RSUs
In this post we break down exactly how the tax treatment of RSUs works, when taxes apply, and what you should plan for.
Difference Between Restricted Stocks and RSUs
In this post, we provide a quick and easy overview to help you understand the difference between Restricted Stock and RSUs, the pros and cons of both, their tax treatment, and their risks and considerations.
Stock Options 101
In this post, we’ll walk through the basics of stock options, explain the pros and cons, and share what to watch out for so you can approach your decisions with more confidence.
Equity Compensation 101
In this post, we break down the basics of equity compensation, the main types you might encounter (like stock options, RSUs, ESPPs, and more), how they’re taxed, and tips to maximize your benefits.
Growing Together: Anna & Steve’s Equity Compensation Journey Through the Milestones
Read about how Anna and Steve’s equity compensation journey evolved through their different milestones, and how Alfred’s advice evolved with them at different stages of life
Personal Finance for Tech Professionals 101: How to Budget
In this post on personal finance for tech professionals, we’ll walk you through the basics of budgeting tailored specifically for your unique compensation structure.
Building a Life, Not Just a Portfolio: A Plus-Level Client’s Equity Compensation Journey
Read about how a former SVP at Palantir navigated equity compensation, home buying, and career changes with her trusted advisor, Alfred, for over 10 years.
From Overwhelmed to Empowered: Samantha’s Palantir IPO Journey
Read about how Samantha, an engineer at Palantir, navigated her RSUs and NSOs during the Palantir IPO.
RSU Supplemental Withholding 101
In this post, learn about RSU supplemental withholding, the tax implications both federally and in Califonia, and four things you can do to avoid a surprise bill.
10 Covered Call Terms You Should Know
Call options can be a valuable tool for generating additional income and reducing concentrated stock positions at specific selling points.
In this post, we share 10 essential Covered Call terms to help you navigate this space.
Rethinking Diversification: A Nuanced Approach to Concentrated Stock Positions
In this post, we break down the trade-offs of diversification as a strategy, how to evaluate the risks of concentrated stock positions and scenarios of when it is best to diversify or hold on to your stock.
Strategic Selling of Equities (Pre-IPO): Navigating Real-Life Scenarios
This guide provides a straightforward approach to determining the most tax-efficient order for selling various types of equities, from stock options to long-term investments, if the company is not public yet.
ISO vs. NSO: A Strategic Approach for Tech Employees
In this post, we will explain the key differences between ISOs and NSOs, including their tax implications and 5 tips on how to maximize the benefits.
Tax Treatment of Restricted Stock: Explained
In this post, learn about the tax treatment of restricted stock to maximize your benefits and avoiding unexpected tax liabilities.
5 Tips for Managing Underwater RSUs
The reality of vested shares can be complex and sometimes disappointing, especially if the stock price has fallen since the IPO. If you find yourself in this situation, here are 5 strategies for managing your underwater RSUs effectively.
8 Things to Know About Trading Windows for Employees in Tech
Understanding trading windows and the rules surrounding them is crucial to making informed decisions about when to buy or sell company stock.
In this post, we share 8 key things to know about trading windows for employees in tech.
Employee Stock Purchase Plans: Should I Participate?
This post explores the pros and cons of participating in employee stock purchase plans to help tech employees make informed decisions.
Trading Windows: Explained
This post explores what trading windows are, closed versus open windows, and how to navigate them effectively with the right planning.
Sell-to-Cover on your Restricted Stock Units (RSUs): Explained
Sell-to-cover is an automatic mechanism used to address these tax implications, ensuring compliance without immediate out-of-pocket expenses. In this post, we clarify what sell-to-cover entails, the typical tax withholdings involved, and its impact on employees in California and beyond.
Selling Private Company Stock: The Insider's Guide To Cashing In Before The IPO
Startups can be exciting and promising ventures, but often require significant time, effort, and money before becoming profitable, which means many start up employees receive stock options as part of their comp package. Let’s discuss how startup employees can sell shares of their privately held stock before it goes public!