The Stock is Down, But You’re in a Post-IPO Lock-up
More companies entered the public markets in 2021 than any other year on record. From traditional IPOs or SPACs, and even direct listings, it was a banner
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Qualified Small Business Stock Gain Exclusion (Section 1202)
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
When to Exercise Stock Options
When should you exercise stock options? With stock options, employees have the right (not obligation) to buy the shares (called exercising). Vesting is often the
What Does it Mean to Early Exercise Stock Options?
If you work for a private company or startup, you may be able to exercise your stock options early. With an early exercise, employees buy
Managing Stock Options in a Direct Listing – Going Public Without an IPO
What happens to stock options if a company goes public without an IPO? A Direct Public Offering (DPO) or direct listing is a way for
What Does an IPO Mean for Employees? What to Do When Your Company Goes Public.
What does an IPO mean for employees? And what should you do when your company is about to go public? For early-stage employees and executives with
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
What Happens to Stock Options After a Company Goes Public?
Whether you work for a company that is pre-IPO or has recently gone public, you may wonder what that means for your stock options or
How Incentive Stock Options are Taxed
Updated for 2024. When you sell incentive stock options, it’s considered a qualifying or disqualifying disposition depending on your holding period. If you don’t sell