Insights

when-can-i-sell-my-company-shares
When Can I Sell My Company Shares?

If you own pre-IPO shares in your company, you will most likely be subject to a lockup period immediately following its IPO. A lockup period is a window during which company insiders like employees and executives are prohibited from selling their shares. Typically ...

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Financial Planning Tips for After Your Company Files Its S-1

Now that your company has filed its S-1 with the SEC, you have many decisions to make that can be tremendously consequential to your financial future. This can be overwhelming, especially considering that this is likely to be a very busy time within your company as the ...

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company-benefit-IPO
How Do Companies Benefit During an IPO?

Why do companies undertake an IPO? An IPO can be a powerful way for a company to fuel growth. By offering shares to public investors, a company gains the ability to raise large amounts of interest-free capital. Completing the IPO process also bolsters the company’s ...

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How Do You Know If Your Financial Advisor Is Working for You?
How Do You Know If Your Financial Advisor Is Working for You?

As your company prepares to go public, it’s important to get the very best financial advice to make the most of this rare opportunity. The right experienced, trustworthy financial professional can keep you aware of important deadlines, tax rules, and other details that ...

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Review you 401(k)
6 Tips for Reviewing Your 401(k)

To ensure that you remain on track to meet your retirement goals, you must regularly review the investments in your 401(k) or other retirement account. Regular review enables you to make necessary adjustments to your portfolio as your means, needs, goals, and the value ...

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Employee Stock Purchase Plan
What to Know About Your Employee Stock Purchase Plan

If your employer offers an employee stock purchase plan (ESPP), it’s important to understand how it works and how owning stock in your company can best support your long-term financial goals. Before you decide whether to participate and, if so, how much to invest in ...

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Can a GRAT Help Me Pass More Wealth to My Heirs?
Can a GRAT Help Me Pass More Wealth to My Heirs?

Grantor retained annuity trusts (GRATs) became popular after a 2000 ruling of the U.S. Tax Court in favor of the Walton family (Audrey J. Walton V. Commissioner of Internal Revenue), which upheld the family’s use of two such trusts to avoid the gift tax. GRATS are now ...

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Special Purpose Acquisition Company
Why Are SPACs So Popular Right Now?

Special purpose acquisition companies, commonly known as SPACs, have been around for decades but began to soar in popularity in 2020. 2021 is seeing even more activity by SPACs, which raised more money in the first three months of this year than in all of 2020. In ...

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5 Tips for IPO Early Decisions
5 Tips for IPO Early Decisions

Your company has announced its plans for IPO. Whether your company has just filed its S-1 or you just received your C round of funding, this is an exciting time full of hard work and the prospect of rich reward. While the big day might still be a while off, you have no ...

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What Should I Consider Before Donating to a Foreign Charity?

Charitable contributions to benefit causes overseas can make a tremendous impact on people’s lives around the world. In fact, GiveWell.org estimates that while it costs more than $100,000 to provide a child twelve years of education in New York City, just $3,000–$5,000 ...

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What Is the Benefit of an 83(b) Election?

What is an 83(b) election? When you file an 83(b) election, you’re taking advantage of section 83(b) of the Internal Revenue Code (IRC). This provision allows early investors in a company, including employees receiving equity compensation, to calculate and pay tax on ...

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What Does It Mean to Exercise a Stock Option?

Stock options are a form of compensation that many startups and other companies offer their employees and other key players in the company. A stock option is a contract in which the company issuing the stock grants the right to purchase a certain number of shares at a ...

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