What Does an IPO Mean for Stock Options? What Happens to Employees When a Company Goes Public
Whether you work for a private company about to IPO or one that’s recently gone public, you may wonder what that means for employees and
Category: Sudden Wealth
Financial planning and investment insights tailored to individuals expecting sudden wealth from company stock options, sale of a business, inheritance, or trust fund distribution. Develop a strategy to make the most of the windfall and design an investment plan going forward. If you’re expecting a lump sum from an inheritance, sale of a business, trust, or stock options after an IPO, you’ll want to get a plan in place to best utilize your sudden wealth. An unexpected windfall can change your life.
Qualified Small Business Stock (QSBS): Explaining the Gain Exclusion
If you invested in a startup or small business (founders, employee exercise of stock options, business owner), you need to know about qualified small business
What To Do With The Money From The Sale Of Your Business
Selling your business for cash? Deciding how to allocate and invest the proceeds after the sale of your company is a big decision that requires
Sudden Wealth: Managing a Large Financial Windfall
Next steps after a sudden wealth event or cash windfall Wondering what to do with a sudden financial windfall? Whether the windfall was expected, perhaps
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
5 Ways to Manage a Concentrated Stock Position
Investors can wind up with a concentrated stock position in different ways. But it’s most often from an inheritance, founder, or employee with company stock.
Should You Exercise Stock Options During a Pre-IPO Window?
Is exercising stock options right before a company goes public a good idea? Employees with pre-IPO incentive or non-qualified stock options often wonder if they
Selling a Business? Brokers Share Tips on How to Maximize the Sale Price
The sale of a business marks a major life event. It’s emotional, stressful, and exciting all at the same time. And unfortunately, it’s often a
Financial Planning for a Divorce
There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the
Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events
Taxachusetts is back. In November 2022, proponents of the Massachusetts ‘millionaires’ tax won their bid to nearly double the income tax rate on individuals with