What You Should Know About Double-Trigger RSUs

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Is a Long-Short Fund Right for You?

As we enter the second half of 2020, many investors have turned to alternative assets to protect them from the economic downturn. No one likes to lose money, and Warren Buffet (Founder of Berkshire Hathaway) said, “The goal is simply to survive the disaster with the ...

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5 Ways to Take Advantage of an Economic Recovery

While COVID-19 is going to be here with us for some time, the economic recovery seems to be underway. Of course, there are no guarantees, and should deaths spike suddenly the bottom could be upcoming rather than in the rearview mirror. Whether we’re at the bottom or ...

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5 Steps to an Effective COVID Portfolio

We’ve all been impacted by COVID-19. We have learned a lot about the virus, ourselves, and our economy over the last couple of months, but there is still a lot that remains unknown. While we can be certain that as our society opens back up there will be an increase in ...

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5 Ways to Set Yourself Up for Success When the Stock Market Rebounds

What to do with your stock options when the market is in the preverbal toilet? Nobody likes stock market declines. From 401ks to 529s, a bear market is hazardous to one’s wealth. However, there are five things that you can do to set yourself up for success when the ...

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What You Should Know About Double-Trigger RSUs

In the nascent days of a startup, stock options are the norm. Early employees can expect access to Incentive Stock Options (ISOs), and Nonqualified Stock Options (NSOs), which are leveraged type options that can make someone very wealthy, very quickly. But as a company ...

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The Importance of 83b - Part III - ISO's

In Part I of “The Importance of 83b”, we did a survey of the 83b election, and discussed in what context the election made sense when it came to Restricted Stock Awards (RSAs). In Part II, we looked at examples of 83b elections for RSAs. In this third part, we’ll ...

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An Introduction to Stock Options and Taxes

As the number of start-ups hit new heights in the Silicon Valley, and various companies are utilizing equity to help attract, retain, and motivate skilled workers, the term Incentive Stock Option is becoming more and more common in employment contracts.  Although many ...

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The Importance of 83(b) Pt. 2 - RSA's

In Part I of “The Importance of 83b,” we did a survey of the 83b election, and discussed in what context the election made sense when it came to Restricted Stock Awards (RSAs). In this post, we are going to go through some examples of what can be accomplished through ...

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Liquidity for Startups Pt. 1: Tender Offers & Stock Buybacks

If you work for a late stage startup, you are most likely suffering from both mental and physical fatigue.  You’ve worked for many years with the expectation of a big payout from your stock options, but the company doesn’t seem in any rush to go public.  “Unicorns” ...

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ISOs Pt. 1 – Stock Options and Taxes

As we sign on the dotted line and say yes to a job offer, many of us do not completely comprehend the full effect of what we are signing.  Aside from income tax on the base salary, we often overlook the tax consequences caused by the other big variable—stock ...

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The Importance of 83b - Part I - RSA's

Most people have heard of the famous Internal Revenue Code sections 401(k), 403(b), 121, and 1031, yet there are a few that tend to slip under the radar for most taxpayers. One code section that has a meaningful impact on a taxpayer’s return is 83(b).   What is 83(b)? ...

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