Category: Employer Stock

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lock up expiration on uber stock

What Should I Do with the Uber Stock Lock-Up Expiration?

Have you been anxiously awaiting the Uber stock lock-up expiration? This week is sure to be an interesting time period for Uber stockholders. Almost half of which have been UNABLE to sell their Uber stock due to the lock-up period associated with Uber’s initial IPO. Are you one of those individuals? If you happen to be an employee, you are also dealing with the unique situation that occurred due to your RSUs vesting when Uber…
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November 3, 2019 0
Restricted stock unit RSU coding podcast

De-Coding RSUs (Restricted Stock Units)

De<Coding> RSUs Video Option RSUs are a popular form of tech employee benefits and can make up a huge portion of your income. In this episode, I cover the basics and advanced strategies: What are RSUs RSU Grants How are RSUs Taxed Risks of RSUs How to Determine Your Risk Level Strategies: New RSUs Strategies: Old RSUs Advanced RSU Strategies YouTube LinkRelated Resources:RSU Strategy GuideRSU Tax Calculator Non-Qualified Stock Options Vs RSUs


October 10, 2019 0
15 tax planning strategy cover

15 Simple Year-End Tax Planning Strategies (2019)

You may have heard that the tax reform that was passed at the end of 2017 had a dramatic impact on tax filers. Although most people benefited from lower taxes than in previous years, there are still key strategies that are relevant to review as you prepare for the end of the year. I will layout 15 simple year-end tax planning strategies that range from maximizing your tax efficiency, tax reduction, tax neutral, and possibly…
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October 3, 2019 0
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