Startup Equity 101: How to exercise your stock options AND pay zero to minimal taxes

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  • เผยแพร่เมื่อ 30 พ.ย. 2021
  • #startupequity #stockoptions #equitycompensation
    When I first started working at a startup, I knew very little about equity and stock options. I embarked on this journey to extensively research how to value, negotiate, and exercise my stock options, and even after that, I was still confused!
    There were a lot of new terms that I had to learn that I've never even heard of before! (For example, exercise does not mean working out. Maybe they taught us this in school and I wasn't paying attention.) It wasn't until I made a few mistakes did I figure out ways to take advantage of my stock options while minimizing my tax liability.
    In this video, I share what I've learned so that you can take advantage of your equity and avoid tax triggers that have previously made people bankrupt!
    Watch until the end where I share what I've realized about the ZERO-SUM-GAME on my pursuit to understanding equity.
    Disclaimer: This is not financial advice. Please consult your financial and tax advisor.
    If you want to learn more, the Holloway guide is a great resource that I used as a reference.
    www.holloway.com/g/equity-com...
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ความคิดเห็น • 9

  • @Esper320
    @Esper320 5 หลายเดือนก่อน +1

    This is exactly what I was looking for, great video. Most "exercise options early" videos were all about like call options on Robinhood 😂
    I am on my 5th startup now but first time as an executive and my FMV is well under $0.01 so hoping to exercise them early at that rate and file a 53(b). My last company was bought by Cisco and I got smashed by taxes when it happened.

  • @huntybeats1
    @huntybeats1 ปีที่แล้ว

    This video is amazing -- thank you!!

    • @LeDammm
      @LeDammm  ปีที่แล้ว

      I'm so glad it's helpful. You're welcome!!

  • @lumamelo4000
    @lumamelo4000 ปีที่แล้ว

    Thank you soooooo much for this video!

    • @LeDammm
      @LeDammm  ปีที่แล้ว

      You're welcome! Hope it's helpful!

  • @haroldwestrich3312
    @haroldwestrich3312 ปีที่แล้ว +2

    You need to be more clear on what the company was giving you : the company is not giving you SHARES, they are giving you the right to buy shares "AT A SPECIFIC SET PRICE THAT WILL NOT GO UP OVER TIME" jsut add that and it will be PERFECT! 🙂

    • @LeDammm
      @LeDammm  ปีที่แล้ว +1

      They were giving me the right to buy shares, yes. Thank you for pointing that out.

    • @haroldwestrich3312
      @haroldwestrich3312 ปีที่แล้ว

      @@LeDammm My point was actually about "At a specific Price, that will not increase" That's the part you left out, I know you understood the part that you said.

  • @jeffreymoore7729
    @jeffreymoore7729 9 หลายเดือนก่อน

    Le You are so beautiful 😍 its hard to follow the topic being discussed, i pay more to your face expression than what i should be to what is taught.(i am a terrible student) i am interested in your statement about "not an official stock holder"until I actually vest into the stock"Q? What about ownership of a S-Corp? My taxes are a mess...help?😢