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 short and impactful.
The host discusses cryptocurrency, focusing on blockchain technology and its impact as a driving force behind this financial phenomenon.
30 Apr 2025
Using Prepaid Variable Forward Contracts to Avoid Tax
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.
14 Apr 2025
Post Liberation Day Angst
In this episode we talk about what people can do during down stock markets and dive into the bond market a little bit.
18 Mar 2025
Love Me Tender
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.
4 Mar 2025
Fail to the Chief?
I discuss whether Trump is a dictator and what actions should and should not be taken. It's a crazy time to be in the market.
15 Jan 2025
How to Avoid Tax on RSU Income
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.
9 Jan 2025
ISOs: Exercise Early, but Not Often
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.
3 Dec 2024
Will Tariffs Tank the Economy
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?
7 Nov 2024
The 2026 Tax Crystal Ball
With Republicans in control of the government for the next two years, what do we expect to happen with the expiring tax cuts from 2018?
7 Nov 2024
Does the 2024 Election Really Matter?
It's deja vu all over again. The market popped both times after Trump was elected, but what does that really mean?
29 Oct 2024
The Adventure Begins: Stock Options and AMT
What makes a stock option a stock option? How are stock options generally taxed?
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