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Equity Compensation Tips For RSU And ISO Tax Planning

Equity Compensation Tips For RSU And ISO Tax Planning

It can be overwhelming when you first start to receive equity compensation, especially if you're working for a startup or a smaller company where they don't have the resources to provide you education on maximizing your equity compensation. From taxes to financial...

When Should You Work With A Financial Planner?

When Should You Work With A Financial Planner?

https://youtu.be/gKJpvh-gjtM   Here are three times when you should consider working with a financial planner:   #1 - You have a major life transition (marriage, divorce, children). Whenever you have a major life transition, there's typically a lot of money...

Four Tax Planning Tips For 2021

Four Tax Planning Tips For 2021

We'll start with the ever-important disclaimer that this blog post is not intended to be tax advice, and you should consult with your tax professional regarding your particular situation before considering any of the tips discussed 🙂 Before we get into the tips, it's...

The Number ONE Element In Making Work Optional ?️

The Number ONE Element In Making Work Optional ?️

On this Do More With Your Money podcast episode, I'm going to share with you the number one element in making work optional. The path to both building and maintaining financial independence is built on this crucial concept. The earlier you can master it and build it...

T.J. van Gerven

T.J. van Gerven
One important feature to review with employee stock options (ISOs in particular) is the ability for an early exercise. Especially with private shares, an early exercise before an increase in 409A valuation (combined with an 83(b) election) can decrease a potential AMT liability. In this episode, I breakdown the essential information you need to know to take advantage of this planning strategy.
Early Exercise ISOs + 83(b) Election = Avoid Potential AMT
YouTube Video UCxejrzu3vF5dc9V3tb9uOoQ_9N7v1qxW-R4
So you took a big bet on an individual stock and won, but what's next? When do you transition from concentration to diversification? Will you take more bets in the future? In this podcast episode, I share the problem with taking big bets and the psychological dilemmas it can create. Winning in the short term is great, but to win consistently, you need a sustainable strategy you can maintain conviction in. Return on effort in the real world matters.
The Problem With Taking Big Bets
YouTube Video UCxejrzu3vF5dc9V3tb9uOoQ_b1IAc1Ul2HA
Join weekly tips here In this episode, I share my thoughts on the current state of Bitcoin. While I recognize the benefits of economic empowerment bitcoin provides, I remain skeptical of the hype as a long-term investment vehicle.
Bitcoin: Economic Empowerment vs. Investment Hype
YouTube Video UCxejrzu3vF5dc9V3tb9uOoQ_ihurdeBz3cw
Join Weekly Tips Email List Equity compensation can be a complicated financial planning topic to navigate especially if your company doesn't have the resources to provide the necessary education to help you make an informed decision. In this episode, I share some of the common top mistakes I see people make with their equity compensation.
Top Mistakes People Make With Equity Compensation
YouTube Video UCxejrzu3vF5dc9V3tb9uOoQ_0jdWWuiuRmI
A broken clock may be right twice a day, but those shouting claims of market crashes are wrong far more often. Market corrections and crashes are part of investing. Putting yourself in a position to remain disciplined during periods of panic is a far more practical strategy on the path to F.I.
The Problem With Predicting Market Crashes
YouTube Video UCxejrzu3vF5dc9V3tb9uOoQ_vA5o1UeDcvc
Join Weekly Tips Here In this episode, I share my initial takeaways from Biden's "American Families Plan" Tax Proposal including planning strategies to consider for the rest of 2021.
Initial Takeaways From Biden's "American Families Plan" Tax Proposal
YouTube Video UCxejrzu3vF5dc9V3tb9uOoQ_0GRb46LFD6E
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