Snippets
All Soon To Retire HENRYs Tech Industry Retired Self-Employed Small Companies
What Going Public Could Mean for Your Company Stock
Updated November 19, 2024
Originally posted March 30, 2021
An Initial Public Offering (IPO) can be a significant event for employees of a pre-public company. While it's a milestone for the company, the impact on individual employees' wealth can be complex and uncertain.
Tax Considerations of Your Stock Plan
Updated November 19, 2024
Originally posted March 11, 2021
Equity compensation can be a powerful tool for employee retention and wealth building. However, understanding the tax implications of different types of equity compensation is crucial. Let's delve into the tax consequences of Restricted Stock Units (RSUs), Stock Options, and Employee Stock Purchase Plans (ESPPs).
Understanding Your Stock Plan
Updated November 13, 2024
Originally posted March 8, 2021
As part of your equity compensation, a company may offer different plans. Here, we break down each type of plan and their rules...
Navigating the IPO Landscape
Updated November 25, 2024
Originally posted March 5, 2021
Going public is a significant milestone for a company, and it can also be a pivotal moment for its employees. With the potential for substantial financial gains, it's crucial to understand the implications and plan accordingly.
We have worked with employees of the following companies:

















