jsh123

4 ms·

1. 1.▲
   by jsh123 7y ago

   Yes mentioned the company might underwithhold. I’m just suggesting it isn’t quite as complicated as it is being made out to be, from personal experience.
2. 2.▲
   by jsh123 7y ago

   Depends if you signed 83b or not. If you’re early you should always do that.
3. 3.▲
   by jsh123 7y ago

   The IPO is a taxable event. You’re taxed at the IPO price, and your company should withhold shares based on that price. After whatever lockup you have some fraction of shares remaining. When you sell those and if the price is greater than t
4. 4.▲
   by jsh123 7y ago

   What do you mean by tax planning? If your company IPOs they will withhold shares for you. Only thing to watch for is depending on your income they might underwithold. There isn’t much more to it than that.
5. 5.▲
   by jsh123 7y ago

   do you think it’s worth it? imo it’s hard to shake how awkward it is when everyone around you is rich and you’re being offered a regular salary that is now dictated by Visa HR