Snowflake Employees Archives - Vested Financial Planning-San Carlos, CA

How Snowflake Employees With Incentive Stock Options Can Minimize Alternative Minimum Tax

by Tom Lo | Nov 18, 2020 | Incentive Stock Options

In this video, I explain how I work with Snowflake employees with Incentive Stock Options (ISO’s) to minimize their Alternative Minimum Tax (AMT) with this tax strategy. How Snowflake employees with Incentive Stock Options can minimize their Alternative Minimum...

Three steps Snowflake employees can take to prepare for their Mid-December lockup expiration

by Tom Lo | Nov 11, 2020 | Employee Stock Purchase Plan

In this video, I explain the 3 steps Snowflake employees can take to prepare for their lockup expiration in mid-December including: Identifying any valid near-term cash needs, deciding if you want to hold on to your SNOW equity for the long-term and developing a...

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How Snowflake Employees With Incentive Stock Options Can Minimize Alternative Minimum Tax

Three steps Snowflake employees can take to prepare for their Mid-December lockup expiration

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