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Category: Equity education

what are stock options

What are employee stock options?

Stock options aren’t actual shares—they’re the opportunity to exercise (purchase) a certain amount of company shares at an agreed-upon price. Learn more.

What is alternative minimum tax (AMT)?

The alternative minimum tax (AMT) is a different way of calculating your tax obligation. Learn if you’re more prone to paying it, how to calculate it, how you may be able to minimize it, and more.

What are incentive stock options (ISOs)?

ISOs are a type of stock option that qualifies for special tax treatment. Unlike other types of options, you usually don’t have to pay taxes when you exercise (buy) ISOs. Plus, you may be able to pay a lower tax rate if you meet certain requirements. Here’s what you need to know.

What you should know about direct listings

In a direct listing, shares are released directly from existing shareholders (employees and investors) to whoever wants to buy them. Learn why some private companies might explore a direct listing instead of an IPO.

How equity-holding employees can prepare for an IPO

2019 is already proving to be a banner year for IPOs. Some of the biggest names in tech have recently gone public, and others still are preparing for their public debut. Yet as an employee of one of these companies you may not be sure what this means for you financially. If your company is going public in 2019, or even in 2020, here’s what you can do to be IPO-ready.

How to manage a new or emerging venture fund

There’s a ton of advice out there for startup founders on how to raise money, set up business infrastructure, and track performance in the early stages of a company’s life. But there’s not as much guidance for managers of new venture funds.