How to Minimize Your Taxes on Your Anthropic ISOs, NSOs, and RSUs
Key Takeaways: With ISOs, you have a huge opportunity to save on taxes. If your ISOs qualify for the lower long-term capital gains tax rate, you can save up to 17% in taxes on your Anthropic gains. With NSOs, exercising is the taxable moment. The spread between your...
How Much Anthropic Equity Should You Sell After Your IPO
Key Takeaways: Fund known near-term needs first. Sell to raise the cash required for taxes and identifiable expenses in the next year, so you have cash when you need it; then allocate beyond the price movement of one company. Choose a long-term Anthropic allocation. I...
Should You Sell Your OpenAI PPUs After Your IPO?
Key Takeaways: The timing of the Profit Participation Unit (PPU) sale depends on your documents and lockup period. Your sell decision starts with what your PPUs became, when they can be sold, and which restrictions still apply. Your concentration and goals after an...
