What You Should Know About Double-Trigger RSUs

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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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Liquidity for Startups Pt. 2: Secondary Market Sales

In Part I of our discussion about liquidity for startup employees, we looked at liquidity options that a company may provide for employees with illiquid stock—specifically tender offers and stock buybacks.  In Part II, we’ll discuss one option that the employee can ...

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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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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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