In the heart of Silicon Valley’s tech world, grasping the details of equity compensation such as Restricted Stock Units (RSUs), Stock Options, and Employee Stock Purchase Plans (ESPPs) is a key aspect for tech executives. Our team in Campbell, California, at Wade Financial Advisory, focuses on providing information and insights into these complex forms of compensation.
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In the complex world of equity compensation, understanding the intricacies of 83(b) elections is crucial. Whether you are the founder of a company or an employee in Silicon Valley’s vibrant startup scene, making informed decisions about 83(b) elections can significantly impact your financial future. In this article, we delve into some complex questions surrounding 83(b) elections, providing insights that could guide your next financial move.
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Navigating 83(b) Elections: Insights for Founders and EmployeesRead More »
Navigating 83(b) Elections: Insights for Founders and Employees Read More »
Stock options are a common form of equity compensation, and they can be a valuable asset in your financial planning strategy. However, as with all areas of finance, it’s important to recognize that your finances and your emotions are intertwined. While you may think you make completely rational financial decisions, human nature makes it nearly impossible to do so. In the case of stock options, you may feel that your financial investment and your professional investment of time and energy are linked. This can make it difficult to make the decision to cash in – even if it’s the best financial move for you.
Below are four tips to help you separate your emotions from your financial decision-making around your stock options.
Should You Consider Cashing in Your Stock Options?Read More »
Should You Consider Cashing in Your Stock Options? Read More »
Employee stock options are a common form of equity compensation that companies use to attract and retain the best talent. Stock options give you the potential to share in the growth of your company’s value with little risk to you – until you exercise your options, that is. There are multiple types of stock compensation, and each is granted, managed, and taxed in its own way. In this article, we’ll touch on some of the differences between non-qualified stock options (NQSOs), incentive stock options (ISOs), and restricted stock so that you can maximize your stock options, guard against unfortunate tax surprises, determine who you will need to consult with, and plan accordingly.
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Stock Options 101: What You Need to Know About ISOs, NQSOs and Restricted StockRead More »
Stock Options 101: What You Need to Know About ISOs, NQSOs and Restricted Stock Read More »
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