7 Financial and Tax Planning Optimizations to Complete Before 2022
These are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.
Read MoreThese are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.
Read MoreWe are excited about the release of the newest component to our platform, Harness Equity Tools. This offering moves us closer to our goal of giving builders like you absolute confidence in setting the best path toward your financial future with a comprehensive view of your assets and analyzing the strategic steps to take with your equity.
Read MoreWorking for a company that goes through an IPO can have life-changing financial consequences. It can also give rise to tax and legal issues that must be addressed proactively to protect and maximize your windfall.
Read MoreThis can be an exciting time for your organization, but if you’re a manager or HR leader, it likely means you will be facing a wave of questions from employees throughout the event about what it means for their equity and personal finances.
Read MoreAs a founder or an employee at a company undergoing a SPAC, you should start planning as soon as you're aware the event is on the horizon. The financial impact of this event will not just be an easy windfall -- you'll have to consider the potential costs of exercising options, timing of selling shares, and the resulting tax bill before you can start thinking about how to invest your net proceeds.
Read MoreTech as an industry has had major growth in the last few years, and continues to hold strong, even in 2020. However, recent history shows that many tech employees run the very real risk of being too invested in the technology sector. We outline the most common components that make up this overall risk below, and offer some guidance how best to balance your unique risks and opportunities.
Read MoreReceiving a large lump sum of money from an inheritance or other windfall can change your life -- especially if you make smart financial choices upfront about what to do with your newfound wealth.
Read MoreWhat can individual investors do to de-risk their portfolio despite the mechanical and psychological headwinds they face? This is where the discipline, knowledge, and experience of a financial advisor can add tremendous value.
Read MoreAs you plan to cash out your startup shares outside of a traditional liquidity event (IPO, acquisition, merger), consider the potential value, costs, and tax considerations you'll need to keep in mind as you go through this process.
Read MoreFor those beginning the process of executing on a secondary sale of your shares, we've outlined several specific vendors and types of sales in this article, with the relevant fees and restrictions for each.
Read More