Why You Should Exercise ISOs Early in the Year
Transcript: Hi, I’m Tom Lo from Vested Financial Planning, and I’m here to help you understand why you should exercise your ISOs early in the year. The reason you want to exercise your ISOs early in the year? You can save on taxes and minimize the risk...
Do you have too much company stock?
In this video, I explain how to calculate if you have too much company stock. Do you have too much company stock? Hi, my name is Tom Lo from Vested Financial Planning here today to talk to you about: Do you have too much company stock? Many clients come to me...
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...
How Snowflake employees can prepare for their mid-December lockup expiration
First, if you’re a Snowflake employee, congrats on the IPO! Second, you face big decisions in the coming weeks on what to do with your SNOW employee equity. If you’ve earned Incentive Stock Options (ISOs) or Restricted Stock Units (RSUs), you’ll likely have the...
