Employee Stock Options: Pre IPO – PART II

Continued from PART I last week. DEVISE A PLAN OF ACTION Now that we are hopefully more familiar with the benefits of gathering a professional services team and the types of stock options personally affecting you, we can zero in on a Plan of Action to implement before your employer…

Employee Stock Options: Pre IPO – PART I

Today is the moment we spearhead the topic commonly questioned by clients. With Silicon Valley next door and the vast majority of tech companies allowing employees to telecommute, it is no surprise a great number of clients flow over to Sacramento.  The first thought that arises in most employees’ heads…

Tax Cuts & Jobs Act – Individual

On December 22, 2017, the President signed into law the Tax Cuts and Jobs Act of 2017 (TCJA). TCJA is the largest tax overhaul since the 1986 Tax Reform Act and it will affect almost every individual and business in the United States. Generally, the new law goes into effect…