Everyone seemingly has an opinion about crypto currency, and I'm no different. While Bitcoin is all of the rage, the blockchain technology is really what drives this fascinating phenomena.
The Prepaid Variable Forward Contract (PVF) is a powerful tool in your toolbox to avoid tax. If instead of collaring your stock on your own, you wrapped it in a single contract you could save yourself a lot of heartache . . . and tax.
Tender offers are all the rage. But with a successful tender comes a lot of tax. In this episode we talk about the major types of stock compensation, but specifically focus on Non-qualified Stock options as a particularly interesting opportunity.
It's hard when it comes to avoiding tax on RSU income, however, it can be done. Some methods are more tried and true, others involve more aggressive tax positions.
January is known as ISO exercise month. While I haven't seen any Hallmark card commemorating the holiday, those with ISOs need to know the benefits of using time to create a conservative exercise strategy.
The tough Trump tariff talks have a lot of people worried about the economy, the market, and inflation. What if the President actually goes through with it?
It's deja vu all over again. The market popped both times after Trump was elected, but what does that really mean?
7 min
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Managing stock options is hard, managing pre-IPO stock options brings it to a different level. We focus on pre-IPO stock, but also explore other financial planning topics. This monthly show keeps it…