March 10, 2025 | AMT Credit Carryforward: How To Use It for Tax Savings Strategic tax planning allows you to apply an AMT credit to reduce future tax liability and optimize stock compensation. Read more
March 06, 2025 | Nike ESPP: Navigating Nike Benefits The Nike ESPP allows participants to designate up to 15 percent of their eligible pay to purchase Nike stock in a calendar year. Read more
March 03, 2025 | The Tax Implications of Nike RSUs Nike RSUs follow a vesting plan, where employees receive distributions of the RSU after meeting certain performance goals or company milestones. Read more
February 17, 2025 | SpaceX Stock: How Employees Navigate Private Share Sales When SpaceX employees sell SpaceX stock, they have to navigate ROFR, vesting schedules, and tax implications. Read more
February 05, 2025 | Vesting Schedule: Definition, Types, and Examples When you’re granted stock options that follow a vesting schedule, understand how and when to take advantage of your benefit. Read more
January 04, 2025 | Considering a Job Change? Keep These 3 Things in Mind You’ve been thinking about making a job change. You’ve polished your resume, made some tweaks to the LinkedIn profile, and ramped up your… Read more
November 18, 2024 | Restricted Stock Units and Building a Diversified Portfolio Restricted stock units can be a powerful wealth-building tool, but they come with complexities in taxation, timing, and risk management. Read more
November 11, 2024 | RSUs vs. Options: Tax Implications of Equity Compensation Unravel RSUs vs options to optimize your financial strategy and align your long-term interests with the company. Read more
November 04, 2024 | 13 Questions to Ask a Financial Advisor Questions to ask a financial advisor to help you understand if they can help you align your resources with what matters most. Read more
October 28, 2024 | How Do RSUs Work? Maximize Your Restricted Stock Units Maximize your RSUs with essential tips on managing restricted stock units. Learn how to unlock their full potential for optimal financial gains. Read more