Key Points Assuming you have little to no prior knowledge of investing, this article will provide you with a brief introduction to the basics of investing. We hope that this article answers one main question: “How Investing Works For Beginners?” Introduction to Investing Investing for beginners is often scary because you don’t fully understand what […]
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5 Things You Must Know About Incentive Stock Options Before Buying or Selling Them
5 Things You Must Know About Incentive Stock Options Before Buying or Selling Them
Key Points Options are contracts that give investors the right to buy or sell shares at a set price within a specified period of time. They’re often used by companies to attract and retain talented employees, but there are also risks involved in using them. The Basics. If you get stock options as part of […]
Restricted Stock: The Top 10 Mistakes To Avoid On Your Tax Return
Restricted Stock: The Top 10 Mistakes To Avoid On Your Tax Return
Key Points Introduction Tax returns get complicated when you’re paid in numerous different ways, such as from stock options, restricted stock, or an employee stock purchase plan (ESPP). For example, special reporting issues arise with restricted stock and restricted stock units (RSUs) that confuse even experienced accountants and financial advisors. Mistakes can be costly and can increase your risk […]
Valuable Stock Options Exercise Strategies To Consider
Valuable Stock Options Exercise Strategies To Consider
For Employee Stock Options… Be Patient or Lose Key Points Introduction Taoism tells us that mindfully strategic inaction, expressed in the concept of wu wei (which literally means “doing nothing” in Chinese), is often the most effective approach to the challenges of living. This concept always applies and is important to remember with employee stock options. Waiting as […]
5 Quick Tips to Remember When You Sell Shares To Raise Cash Quickly When Life Takes a Turn For the Worst
5 Quick Tips to Remember When You Sell Shares To Raise Cash Quickly When Life Takes a Turn For the Worst
Key Points Introduction 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 we aren’t done with the worse of it all. For reasons beyond your control, you may find yourself in a position where you suddenly need to come […]
The Pros And Cons Of Various Business Entity Types For Your Budding Tech Firm
The Pros And Cons Of Various Business Entity Types For Your Budding Tech Firm
Key Points Introduction 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 should they form. The reason they ask this is that they get conflicting advice from their CPA, their mentor, and other entrepreneurs in the same industry. […]