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Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

Klarna Equity Compensation: What to Know Before the IPO
RSU, Equity Compensation, Pre-IPO Planning, Incentive Stock Options, AMT, NSOs

Klarna Equity Compensation: What to Know Before the IPO

Klarna, the Swedish fintech powerhouse known for reinventing "buy now, pay later," has been in IPO limbo for months. After a meteoric rise to a $45.6 billion valuation in 2021, the company faced a...

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RSU, Q&A

How Can I Minimize Taxes on My RSUs and Stock Options?

Sitting on a pile of vested RSUs or stock options? Great—unless you're also sitting on a massive,...

RSU

Understanding S Corporation Deductions: A Comprehensive Guide

Navigating the realm of S Corporation deductions can sometimes feel like a complex puzzle. Let's...

RSU

Understanding RSUs: Taxation, Vesting, and Financial Strategies

Restricted Stock Units (RSUs) hold a unique place in the intricate tapestry of employee...

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Serving clients in Atlanta, Buckhead, Morningside, surrounding metro areas & virtually around the world.

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