Tax returns get complicated when you're paid in numerous different ways, such as from stock options, restricted stock, or an employee stock purchase … [Read more...] about Restricted Stock: The Top 10 Mistakes To Avoid On Your Tax Return
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Valuable Stock Options Exercise Strategies To Consider
For Employee Stock Options... Be Patient or Lose Taoism tells us that mindfully strategic inaction, expressed in the concept of wu wei (which … [Read more...] about Valuable Stock Options Exercise Strategies To Consider
5 Quick Tips to Remember When You Sell Shares To Raise Cash Quickly When Life Takes a Turn For the Worst
These are challenging times for everyone. Nearly every stock is low right now and layoffs are commonplace. What makes it worse is, that it’s possible … [Read more...] about 5 Quick Tips to Remember When You Sell Shares To Raise Cash Quickly When Life Takes a Turn For the Worst
So, you want to start your own tech firm but aren’t sure what type of entity should you create. Here’s how to think about it.
The most common question I’m asked by founders of startups who hire us as their personal financial planners and fractional CFO is what type of entity … [Read more...] about So, you want to start your own tech firm but aren’t sure what type of entity should you create. Here’s how to think about it.
The Four Most Important Questions Employees of Lockheed & Martin Can Ask About Their Financial Plans
Recently our founder was requested here to respond to a Q&A on what makes financial planning different for Lockheed & Martin employees. … [Read more...] about The Four Most Important Questions Employees of Lockheed & Martin Can Ask About Their Financial Plans
The Top 3 Things You Need To Know About Incentive Stock Options (ISOs)
By Blaine Thiederman MBA, CFP Date: 08/18/2022 Table of Contents What are Incentive Stock Options (ISOs)?How ISOs work Top Three Things to … [Read more...] about The Top 3 Things You Need To Know About Incentive Stock Options (ISOs)
