Walkner Condon Financial Advisors

MAY 1, 2023

Let’s talk about stock options that private companies offer and go through the pros and cons of each. They offer stock options component and might be wondering, “…what exactly are these Stock Options and Restricted Stock?” or “…what should I do with my pre-IPO RSUs?”.

Taxes 98

Taxes Startup Planning Valuation 98

Harness Wealth

FEBRUARY 26, 2023

Cost-saving tax planning can be much more difficult to implement after your company is well-established and has reached the stage where an IPO, merger, or acquisition becomes a likely event. However, each has more restrictions on ownership than a C Corp does. FMV per share at time of vesting $10.00 $10.00 More on this below.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Zoe Financial

JANUARY 27, 2023

Among the essential things we tend to disregard are executive compensation types, including employee stock options. Here are some insights into the different types of compensation that may be available to you and how to take advantage of the benefits offered. Let’s assume the stock price is $100 a share on 3/1/23.

Certified Financial Planner 52

Certified Financial Planner Executive Compensation Taxes Financial Planner 52

Bell Investment Advisors

DECEMBER 13, 2022

If your employment compensation includes employee stock plans, this is quite the stroke of luck. These benefits can be a great way to supplement your paycheck — or even build life-changing wealth. The rewards you reap can vary greatly depending on how well you manage your plans. Restricted Stock Units (RSUs.)

Planning 52

Planning Taxes Risk Tolerance Sales 52

Harness Wealth

MARCH 23, 2023

In this article, we explain Restricted Stock Units (RSUs), their popularity as a form of equity compensation, and how to best minimize tax liability on any RSUs you may have now or in the future. the IPO of the company), the latter of which is known as a double-trigger RSU. What are double-trigger RSUs?

Taxes 52

Taxes Startup Tax Planning Valuation 52

Zajac Group

FEBRUARY 7, 2023

If you’re an executive or an employee with significant equity in your company from employee stock options, restricted stock units, or other stock grants, you may have a continual need to sell stock. It’s often impractical for you to not be aware of what’s going on in your company.

Planning 52

Planning Certification Sales Taxes 52