The numbers don’t lie, Americans are very charitably inclined people. The US has ranked at the top for charitable giving over every country for the last ten years in a row. So, it should come as no surprise that a number of our clients have…
Double Trigger RSUs
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What to do with your stock options when the market is in the preverbal toilet? Nobody likes stock market declines. From 401ks to 529s, a bear market is hazardous to one’s wealth. However, there are five things that you can do to set yourself up…
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In the nascent days of a startup, stock options are the norm. Early employees can expect access to Incentive Stock Options (ISOs), and Nonqualified Stock Options (NSOs), which are leveraged type options that can make someone very wealthy, very quickly. But as a company matures…
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In Part I of “The Importance of 83b”, we did a survey of the 83b election, and discussed in what context the election made sense when it came to Restricted Stock Awards (RSAs). In Part II, we looked at examples of 83b elections for RSAs….
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Liquidity for Start Up Employees – Secondary Market Sales In Part I if this discussion we looked at liquidity options that a company may provide for employees with illiquid stock. Namely, tender offers and stock buybacks. In Part II we’ll discuss one option that the…
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As the number of start-ups hit new heights in the Silicon Valley, and various companies are utilizing equity to help attract, retain, and motivate skilled workers, the term Incentive Stock Option is becoming more and more common in employment contracts. Although many will use this term…
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The importance of 83b – Part II – RSA Examples In Part I of “The Importance of 83b”, we did a survey of the 83b election, and discussed in what context the election made sense when it came to Restricted Stock Awards (RSAs). In this…
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If you work for a late stage start up, you are most likely suffering from both mental and physical fatigue. You’ve worked for many years with the expectation of a big payout from your stock options, but the company doesn’t seem in any rush to go…
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As we sign on the dotted line and say yes to a job offer, many of us do not completely comprehend the full effect of what we are signing. Aside from income tax on the base salary, we often overlook the tax consequences caused by…
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Most people have heard of the famous Internal Revenue Code sections 401(k), 403(b), 121, and 1031, yet there are a few that tend to slip under the radar for most taxpayers. One code section that has a meaningful impact on a taxpayer’s return is 83(b). At…