Always fun chatting about crazy markets, wealth tech and where venture will bring us with @howardlindzon on Panic with Friends.
https://t.co/2l2huLbK2F
Could not be more excited to finally make public the partnership we started with @adamnash and the @DaffyGiving team.
With this new partnership it's even easier for Secfi clients to give back to the causes they care about in an easy way.
More here! https://t.co/SO2aFgcQk3
Stripe’s $7B funding round is raising eyebrows, not just because it’s the largest ever.
But because they took a large valuation cut to get it. And, it’s all for an employee tender offer.
@ViejeP has been speaking with our Stripe clients about what it means for them, and what could have been if they had IPO’d earlier.
So, he ran some numbers for a hypothetical Stripe employee:👇🧵
Ever wonder what it’s like being an early Stripe employee with stock options? We put together a case study with real numbers that shows the roller coaster of the last few years.
We’ve been working with a lot of clients with a difficult decision to make next month.
Great interview thread @AskSecfi about the major tax benefits of giving to charity this holiday season.
As we get closer to the end of the year, remember this is the right time to donate stock, ETFs, crypto, etc. One of the best tax deductions available. 💯
Layoffs have begun at Twitter and this will likely save Elon from paying $1B+ in total equity compensation payouts at the expense of the employees.
Twitter employees were sitting on up to $3.3B in unvested restricted stock units (RSUs) because of Elon's $54.20 bid to take...
As an employee, you invest your time every day just by showing up to work.
And, if you have to buy your options you’re also investing your money.
Yet we rarely think about the company we work for from an “investment” perspective.
Here’s my take on this:
Our tax system is insanely complex. And the truth is that the IRS and courts don't often know how it should work🤷
It's a confusing mess, even for tax experts. But, sometimes, it can be interesting and pretty funny. Here’s some of my favorite tax conundrums and oddities.
Looking forward to be back at @money2020 this year and speak on startup #equity and #wealthmanagement on Tuesday at the Build Bold Stage. Much work needed still to demystify the world of start-up equity.
Want to meet up near or around the conference? Send me a dm!
Hello startup community, meet Secfi Wealth ✋. Financial advice and wealth management designed for startup employees.
We can help you with the tough equity (and financial) questions, no matter your net worth, or what company you work for. Check it out.
https://t.co/IIJycfG8PQ
I'm honored to be interviewed in the new Venture Monitor report from @Pitchbook and @NVCA about why startup equity is the next untapped market. Startup employees left $5B behind in 2020 and equity education is more important than ever. I’m proud that @asksecfi is leading the way.
Thanks so much @shareworks for having me today. Fantastic conversation! With employees leaving $5B on the table last year, unlocking equity is more important than ever. I’m honored to work with companies to help educate their staff on how to make the most out of their equity.
@jrichlive@ViejeP yeh cannot agree more - it's a tricky space and we're trying to level the playing field through education and de-risking it for the employee. #Challenge accepted!
@jrichlive@ViejeP Happy to get more feedback on this, we are doing our best to educate the market and make it simplex It’s a complex topic for many though