Equity comp at a private company can accelerate your path to financial independence by years. Or cost you six figures in unnecessary taxes.
ISOs, NSOs, RSUs, QSBS, AMT, tender offers, post-termination windows — everything is covered.
https://t.co/26CK56OwAX
#equitycompensation
The new $40k SALT deduction is a major win for high earners in high-tax states, but begins to phase out >$500k of income.
This makes proactive tax planning crucial if you're in the $500k - $600k income range.
@claireeboston@YahooFinance
https://t.co/sFM6yWMK0W
Experience Your Wealth is #hiring!
We’re looking for a relatively newer CFP® professional to join our team as a fully remote Associate Financial Planner.
Details to apply here: https://t.co/Nhp57IZK5V
Having clients talk about their goals for the future is one thing.
Having clients create a vision of their future is next-level.
Check out how @Jake_EYW does it with his "Life Planning Timeline."
As EYW is about to finish its 5th year, it felt like a great time to reflect upon the journey.
Here are the 7 lessons I've learned in years 3 - 5 of scaling EYW.
Thanks to @MichaelKitces for the opportunity to share!
After a year or 2 in business, some firm owners will find that their plate is becoming full and their available time is shrinking. In this guest post, @Jake_EYW shares 7 lessons he learned in years 3–5 of building his RIA and changes he subsequently made: https://t.co/fwRgWMwQcW
Experience Your Wealth is #hiring!
We’re looking to add a fully remote paraplanner with ideally 2+ years of full-time experience in a paraplanning role.
Details to apply here 👉https://t.co/COoTC9vbaH
To help reduce the likelihood of going down the wrong future path, consider goal setting as:
👉 Take guesses at what future you will want
👉 Run some experiments
👉 Reflect on the experiments
👉 Rediscover what you think is important to you
... rinse and repeat
Hey @klaviyo equity holders - here are 5 strategic questions to ask yourself before year-end as it relates to your equity to help you develop a life-centered, tax-efficient plan for your equity from the #IPO.
Huge thanks to @jbrendanfrazier for having me on his podcast!
In this episode, we pull back the curtain of EYW to talk about how we always put a clients’ life at the center of their finances.
If you've ever wanted a playbook for infusing the human side throughout your process...
This episode is for you.
@jake_EYW breaks down each of his meetings and shares how he and his team help clients live their ideal life.
Listen here --> https://t.co/6Y7pbYzB2g
@klaviyo went public on September 20th, 2023.
Our last blog on the Klaviyo #IPO pulls together the key points from our prior 3 Klaviyo IPO blogs so you can develop a life-centered, tax-optimized plan for your equity once the lock-up ends in March 2024.
https://t.co/Bx3bBJ4kgO
@klaviyo went public on September 20th, 2023.
Our last blog on the Klaviyo IPO pulls together the key points from our prior 3 Klaviyo IPO blogs so you can develop a life-centered, tax-optimized plan for your equity once the lock-up ends in March 2024
https://t.co/Bx3bBJ4kgO
Do you have a large chunk of RSUs vesting in the near future? (Shoutout @klaviyo and @Instacart employees!)
Watch out for a surprise tax bill.
RSUs are typically withheld at a 22% federal tax rate, but if your effective federal tax rate > 22%, you'll be under-withholding tax.
Boston-based @klaviyo went public today!
Here's how #Klaviyo employees can plan for their RSUs, ISOs + NSOs to help minimize taxes, while also maximizing their life.
https://t.co/fztLZBfJTr
Boston-based @klaviyo is going public... what mistakes can you avoid with the #IPO?
This blog is part 2 of the 4-part mini blog series on the #Klaviyo IPO discussing 5 of the most common mistakes that we see people make during an IPO.
https://t.co/72V1FNp0z1
Boston-based @klaviyo filed its S-1 last Friday to kick off the IPO process
Part 1 of this mini-series covers the logistics of the Klaviyo IPO and connecting the #IPO event to your life goals & values
Before you answer WHAT to do, you need to answer WHY
https://t.co/m3dvNcdXG3
@klaviyo filed its S-1 to kick off the IPO process.
Part 1 of this 4-part mini blog series covers the logistics of the Klaviyo IPO + connecting the IPO to your life goals & values.
Hint: First answer WHY so then you can answer WHAT to do financially
https://t.co/m3dvNcevvB
A lesser-known tax rule that can exclude up to $10 million of capital gains for those with equity in a start-up company...
Qualified Small Business Stock (QSBS).
For those that have QSBS-eligible stock, the tax savings (up to 7 figures!) can be life-changing.