I Guarantee (nothing) . . .
Managing stock options is hard, managing pre-IPO stock options brings it to a different level. We focus on pre-IPO stock, but also explore other financial planning topics. This monthly show keeps it short and impactful.
All Episodes
Please don't kill me for talking about Crypto
Everyone seemingly has an opinion about crypto currency, and I'm no different. While Bitcoin is all of the rage, the blockchain technology is really what drives this fascinating phenomena.
Using Prepaid Variable Forward Contracts to Avoid Tax
The Prepaid Variable Forward Contract (PVF) is a powerful tool in your toolbox to avoid tax. If instead of collaring your stock on your own, you wrapped it in a single contract you could save yourself a lot of heartache . . . and tax.
Post Liberation Day Angst
In this episode we talk about what people can do during down stock markets and dive into the bond market a little bit.
Love Me Tender
Tender offers are all the rage. But with a successful tender comes a lot of tax. In this episode we talk about the major types of stock compensation, but specifically focus on Non-qualified Stock options as a particularly interesting opportunity.