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We Talkin About Taxes
Marcus Aurelius wasn’t talkin about taxes when he wrote, “What we do now echoes in eternity”, but he may as well have been. Rethinking taxes starts with recognizing the purpose of tax strategy is to minimize taxes paid throughout life, not minimize taxes paid in a single year.
Optimizing Your Tender Offer with ISOs
When a startup runs a Tender Offer, employees have the right to sell a specified percent of their vested stock at a set price by a stated date. Although this provides the certainty to cash out of otherwise illiquid private stock, most employees who participate with unexercised ISOs do not optimize their participation. This essay is a case study to help you make the most of your Tender Offer liquidity with ISOs.