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ISO vs. NSO: A Strategic Approach for Tech Employees
Equity Compensation, Investing DiversiFi Capital 12/3/24 Equity Compensation, Investing DiversiFi Capital 12/3/24

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.

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Tax Treatment of Restricted Stock: Explained
Equity Compensation, Tax DiversiFi Capital 10/17/24 Equity Compensation, Tax DiversiFi Capital 10/17/24

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.

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Covered Calls 101
Equity Compensation, Investing DiversiFi Capital 4/28/24 Equity Compensation, Investing DiversiFi Capital 4/28/24

Covered Calls 101

In this post, we'll delve into what covered calls are, how they work, and explore the pros and cons of implementing this strategy. We’ll also share more about our Covered Call service, in the event that you want some guidance and support implementing this investment strategy.

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Tax-Loss Harvesting Beware! The Ins & Outs of the Wash Rule
Investing, Tax DiversiFi Capital 11/8/23 Investing, Tax DiversiFi Capital 11/8/23

Tax-Loss Harvesting Beware! The Ins & Outs of the Wash Rule

If you're joining a tech startup or a growing company, there's a good chance you'll encounter NSOs. But what exactly are they, and how do they differ from other types of stock options? Let’s dive in!

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Direct Indexing: A Game-Changer for Tax-Loss Harvesting
Investing, Tax DiversiFi Capital 11/8/23 Investing, Tax DiversiFi Capital 11/8/23

Direct Indexing: A Game-Changer for Tax-Loss Harvesting

While tax-loss harvesting is a familiar concept to many, direct indexing is emerging as a powerful tool to amplify its benefits. Let’s delve into how direct indexing can significantly boost the benefits of tax-loss harvesting.

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Demystifying Tax-Loss Harvesting: Pros, Cons, & Strategy Integration
Investing, Tax DiversiFi Capital 11/6/23 Investing, Tax DiversiFi Capital 11/6/23

Demystifying Tax-Loss Harvesting: Pros, Cons, & Strategy Integration

Tax Harvesting may seem like an odd investment term, but it’s a crucial strategy to any investor. Let’s dive in!

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Dollar-Cost Averaging (DCA) 101: Pros & Cons
Investing DiversiFi Capital 10/31/23 Investing DiversiFi Capital 10/31/23

Dollar-Cost Averaging (DCA) 101: Pros & Cons

Navigate fluctuations in the market by investing a set amount of money at regular intervals through DCA. Learn more about this strategy!

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Lump-Sum Investing 101: Pros & Cons
Equity Compensation DiversiFi Capital 10/30/23 Equity Compensation DiversiFi Capital 10/30/23

Lump-Sum Investing 101: Pros & Cons

While some investors prefer to invest with regular, smaller amounts, others favor a single, substantial investment. Let's break down what Lump sum investing means and weigh its advantages and disadvantages.

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Deep Dive: Unlocking the Potential of Incentive Stock Options (ISOs)
Equity Compensation DiversiFi Capital 9/26/23 Equity Compensation DiversiFi Capital 9/26/23

Deep Dive: Unlocking the Potential of Incentive Stock Options (ISOs)

Incentive stock options can feel overwhelming for even the most seasoned startup employee. To help break down all the ins and outs of ISOs for those joining the start-up life, scroll through our deep dive to learn more and get your questions answered.

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Non-Qualified Stock Options (NSOs) 101
Equity Compensation DiversiFi Capital 9/21/23 Equity Compensation DiversiFi Capital 9/21/23

Non-Qualified Stock Options (NSOs) 101

If you're joining a tech startup or a growing company, there's a good chance you'll encounter NSOs. But what exactly are they, and how do they differ from other types of stock options? Let’s dive in!

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Employee Stock Purchase Plans (ESPP) 101
Equity Compensation DiversiFi Capital 9/20/23 Equity Compensation DiversiFi Capital 9/20/23

Employee Stock Purchase Plans (ESPP) 101

Employee Stock Purchase Plans (ESPPs) are a type of benefit that many companies offer to their employees. We’ve rounded up ten things to know about ESPPs!

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Restricted Stock Units (RSUs) 101
Equity Compensation DiversiFi Capital 9/8/23 Equity Compensation DiversiFi Capital 9/8/23

Restricted Stock Units (RSUs) 101

Restricted Stock Units (RSUs) are a powerful tool that can help you build wealth and secure your financial future. But before you dive in, it's essential to know the ins and outs of these mighty vehicles.

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Incentive Stock Options 101
Equity Compensation, Investing DiversiFi Capital 8/4/23 Equity Compensation, Investing DiversiFi Capital 8/4/23

Incentive Stock Options 101

Tech professionals are often offered incentive stock options (ISOs) as part of their compensation packages. ISOs can be a great way to align your interests with the company's, but they also come with potential tax implications that you must be aware of. Let’s dive in!

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