How To Save Taxes On ISOs
Transcript: Hi, my name is Tom Lo with Vested Financial Planning. I’m here to help you understand how can you save on your taxes with your ISOs. The key way of saving taxes on your ISOs is by exercising and holding them for more than a year. If you exercise and...
What are ISO’s?
What are ISO’s? Transcript: Hi, I’m Tom Lo with Vested Financial Planning. I’m here today to help you understand what are ISOs. ISOs or Incentive Stock Options are simply the right, but not the obligation to buy stock in your company. The key thing...
3 Steps Snowflake Employees Should Take to Prepare for Their Mid-March Lockup Expiration
If you’re a Snowflake employee, you had the chance with Snowflake’s early release to sell 25% of your vested equity from 12/15 through 12/31/20. You face an even bigger decision in mid-March when you’ll have the opportunity to sell 100% of your vested equity when your...
How Snowflake Employees With ISOS Can Save on Taxes
In this video, I explain my strategy for Snowflake employees with Incentive stock options to save on taxes and minimize their risk of paying Alternative Minimum Tax. How Snowflake Employees With ISOS Can Save on Taxes Transcript: Hi, this is Tom Lo from Vested...
