Instacart IPO Stock Option Planning

Instacart IPO Stock Option Planning

Instacart is eying an IPO (Initial Public Offering) in the coming months. How can employees best prepare to handle RSUs and stock options? On August 25, 2023, Instacart filed its S-1 with the SEC with the intent to take the company public after many fits and starts...
Why RSU Vesting Hurts at Tax Time

Why RSU Vesting Hurts at Tax Time

If you’ve ever received a painful tax bill on April 15th and wondered what happened, this post is for you. RSU vesting hurts at tax time! You might have wondered at the time, “How can I possibly owe this much in taxes?”. After all, your company did withhold A Lot of...
Top 3 Errors to Avoid with Stock Options

Top 3 Errors to Avoid with Stock Options

Filing taxes for stock options and equity compensation can be deceptively tricky. In addition to your W2, you might receive numerous other forms like: Form 1099-B, 3921 and 3922. Worse yet, these forms can be incomplete (and possibly incorrect!) leading to the...
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