Year End planning and tax strategy deadlines
Year-End Planning: Key Items For Your Stock Comp Checklist

When you acquire stock options from your pre-IPO employer, your liquidity is severely limited. The most common ways executives and employees are able to sell their private company shares is through IPO, SPAC acquisition, or direct listing on a public exchange. However, ...

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What To Do After You've Sold Stock in Your Company

Now that you’ve sold stock in your company, careful planning is necessary to make the most of your gains so they can support your highest goals. This includes protecting your gains, wisely managing your remaining investments, and maintaining awareness of ever-changing ...

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What Should I Know Before Selling My Stock?

Stock in your rising company can present a once-in-a-lifetime opportunity to build wealth. To make the most of it, however, it’s important to understand the nuances involved in buying, selling, and tax planning. Once you’re holding vested shares, you face important ...

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What Pre-IPO Employees Should Know About the Alternative Minimum Tax (AMT)

What is Alternative Minimum Tax? The alternative minimum tax (AMT) is a provision of the tax code designed to obligate high-income taxpayers to pay at least a minimum amount of tax. When the AMT is triggered, a taxpayer must calculate their taxable income twice: once ...

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Are RSUs Stagnating Your Portfolio Potential?

One question that executives and employees frequently pose during the portfolio planning process is related to RSU shares: Should I leave my RSU shares as they are, or is now the right time to sell? They may also ask whether it’s wise for anyone to sell off financial ...

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Stock Option Strategies for Navigating Downturn

When the market turns bearish, investors want to know how they can best protect their assets and secure their financial future. It’s always important to keep in mind certain fundamentals, such as the cyclical nature of the market and the importance of diversification, ...

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What to Do If Your IPO Is Delayed

Volatile economic conditions are having a big impact on startups. Inflation and market declines have spurred many companies to cut costs in a variety of ways. In addition to hiring freezes, layoffs, and consolidations, some companies are delaying their IPO dates in the ...

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What Happens to My Stock Options If I'm Laid Off?

The turbulent economy is impacting the way startups do business. The bear market, steep inflation, and global volatility have many companies instituting a variety of cost-cutting measures, such as consolidations, IPO delays, hiring freezes, and layoffs. If you’re among ...

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Tips for Staying on Course During a Market Downturn

Many investors are nervous. Even when you understand that unpredictable ups and downs are a persistent feature of the market, volatility like this can make it seem like the sky is falling. Especially when markets are down and prices are rising, however, it’s critical ...

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Preparing for a SPAC Acquisition vs. Preparing for an IPO

If your company is planning to go public, you have a lot of preparation to do. You’ll need to decide whether and how much to invest in your company before its public offering and understand the potential tax consequences of the decisions you make. The two ways ...

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The Pre-IPO Timeline & Process of Going Public

Because it can take anywhere from six months to two years for a company to complete the pre-IPO process, your company’s big day may seem a long way off. Once you’re aware of the plan to go public, however, you have no time to waste. Here are some key considerations to ...

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What You Should Know Before IPO

If you’re a startup founder, executive, or employee, your company’s IPO might be your first experience with managing wealth. While an influx of cash is certainly a blessing, it also brings new challenges into your life. What you do the year leading up to IPO day can ...

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