83(b) Election: Tax Strategies for Unvested Company Stock
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re
Category: Restricted Stock Awards
Restricted stock is a type of equity compensation typically awarded to founders and executives. Learn more about financial and tax planning considerations for restricted stock, 83(b) elections, tax planning strategies, Section 1202, considerations during a lock-up, and what to do with the proceeds. The blog also discusses liquidity events such as IPOs, mergers, or acquisitions and what happens to stock if you’re laid off or leave the company. Key insights for founders and executives on strategic stock option planning and strategies to best manage sudden wealth from restricted stock awards. Insights from Kristin McKenna CFP®, a nationally recognized expert in employee stock options and equity compensation.
Don’t Get Taken Down When Your Employer’s Stock Sinks
What can happen if you own too much of your company’s stock? The coronavirus outbreak is yet another example of the dangers of having too
Should You Sell Stock Options After The IPO Lockup Period?
What’s your post-IPO stock liquidation strategy? Working for a company as it goes public can be a very exciting and rewarding experience. If you have
What You Need to Know About Your Restricted Stock Awards
A restricted stock award is a type of stock compensation where founders or employees are granted shares of company stock subject to vesting requirements. Recipients