BRINGING YOU KNOWLEDGE ABOUT EQUITY COMPENSATION
AND OTHER PERSONAL FINANCIAL TOPICS
September 6, 2023
Exercising ISOs? You Might Owe Taxes!
"People who exercise ISO grants don't usually pay federal tax upon exercise." I've met enough people stuck with tens of thousands or even hundreds of thousands of dollars of unexpected taxes from ISO exercises to know this is a common and potentially devastating misconception.
September 12, 2023
Navigating Stock Option Repricing in the Face of Falling 409a Valuations
Falling 409a valuations have prompted many privately held tech companies to reprice their employees' stock options. Navigating stock option repricing necessitates a clear understanding of its implications, risks, and careful consideration of your personal circumstances and potential tax consequences, especially in the case of ISOs.
February 15, 2023
Worthless Securities: Reporting a Loss if Your Company Shuts Down
If you have equity in a startup that shut down, you can claim it as a loss on your taxes. But, it's not as simple as just writing them off as a total loss when you find out about it – the IRS wants you to claim the loss in the year the stock became worthless.
February 2, 2023
Health Savings Accounts, or HSAs, are tax-advantaged accounts designed to encourage saving and preparing for future medical expenses. They encourage people who are paying lower health insurance premiums by being covered by an HDHP to direct some of the money they otherwise would have used on a more expensive plan's premiums to future expenses.