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tax implications

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tax implications

Understanding Beneficiary Designations: Per Stirpes and Per Capita

Understanding Beneficiary Designations: Per Stirpes and Per Capita

May 28, 2023 by Blaine Thiederman

Introduction to Beneficiary Designations Beneficiary designations play a crucial role in estate planning, ensuring that your assets are distributed according to your wishes after your passing. By designating beneficiaries, you can bypass the lengthy and costly probate process, allowing for a smoother transition of your wealth. However, it is essential to understand the different types […]

Filed Under: Financial Planning Tagged With: beneficiary designations, distribution methods, estate planning, family dynamics, Financial Planning, legal considerations, per capita, per stirpes, professional advice, progress wealth management, tax implications

Facebook’s Restricted Stock Units: How RSUs Vest

Facebook’s Restricted Stock Units: How RSUs Vest

April 28, 2023 by Blaine Thiederman

Key Points Introduction A thorough understanding of Facebook’s Restricted Stock Units (RSUs) is essential for both employees and investors looking to maximize their financial benefits. With Facebook being one of the biggest technology companies in the world, its RSU program is one of the most valuable forms of employee compensation available. In this article, we […]

Filed Under: Facebook Tagged With: arvada colorado, big tech companies, denver colorado, Facebook, financial benefits, Financial Planning, investment, net worth, progress wealth management, Restricted Stock Units, RSUs, tax implications, vesting

Incentive Stock Options: How AMT and Tax Impact Your Option

Incentive Stock Options: How AMT and Tax Impact Your Option

April 16, 2023 by -

Key Points Introduction Incentive stock options (ISOs) are a type of equity compensation that companies may offer to their employees. These options grant employees the right to purchase company stock at a discounted price, known as the exercise price or grant price. ISOs can be a valuable component of an employee’s compensation package, but it […]

Filed Under: Financial Planning, Tax Planning Tagged With: alternative minimum tax, AMT, arvada colorado, denver colorado, disqualifying dispositions, equity compensation, Financial Planning, Incentive Stock Options, ISOs, long-term capital gains, professional tax advice, progress wealth management, tax benefits, tax implications, tax liability

Maximizing Employee Stock Option Tax Benefits

Maximizing Employee Stock Option Tax Benefits

April 14, 2023 by -

Key Points Introduction As an employee, being granted stock options can be a valuable benefit that has the potential to generate significant financial gains. An employee stock option is a contract that grants an employee the right to purchase a certain number of shares of the company’s stock at a specified price, known as the […]

Filed Under: Financial Planning, Tax Planning Tagged With: arvada colorado, denver colorado, disqualifying disposition, employee stock options, equity compensation, exercise of options, Financial Planning, progress wealth management, tax implications, tax planning

Maximize Returns: Stock Options to Termination

Maximize Returns: Stock Options to Termination

April 12, 2023 by -

Key Points Introduction As an employee, stock options are an excellent way to own a stake in your company’s growth and success. Simply put, a stock option gives you the right to buy a certain number of company shares at a predetermined price. Equity compensation plans like stock options are an essential part of many […]

Filed Under: Equity Compensation, Financial Planning Tagged With: arvada colorado, denver colorado, early exercise, equity compensation, ESPPs, exercise price, expiration date, financial advice, Incentive Stock Options, net exercise, non-qualified stock options, post-termination exercise window, post-termination option exercise window, progress wealth management, Silicon Valley, stock options, strike price, tax implications, termination date, vesting date

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