myStockOptions.com @StockCompGuru

NOW AVAILABLE: Held live on Sept. 24, our IPO Summit For Financial Advisors is available to stream on demand. Our live attendees of this half-day virtual conference on IPO equity comp and tender offers gave it glowing reviews. Ten experts, five sessions, up-to-the-moment insights, and CE credits! bigmarker.com/mystockoptions…

Don't miss our IPO Summit For Financial Advisors, an online event happening on Thursday (Sept. 24). It features an all-star panel of 10 advisors with expertise in pre-IPO and IPO planning for equity comp. @MichaelKitces, one of the most widely followed and trusted voices in the financial-advisor community, mentioned our IPO Summit as a resource for those who are "looking to go into or get deeper on working with clients participating in their IPO with the various stock option/RSU arrangements." CE credits are available. Register now for access to the live event and to the recording if you can't watch the live broadcast: bigmarker.com/mystockoptions…

From SpaceX to Anthropic to Jersey Mike's, 2026 and 2027 are shaping up to be record years for IPOs. When a company undergoes an IPO, employees with equity comp and share holdings may find themselves with sudden wealth—but also sudden risks. Our latest at @Forbes has insights from financial advisors on how they guide IPO clients through them. forbes.com/sites/brucebru…

SPECIAL EVENT: 2026 and 2027 are shaping up to be blockbuster years for IPOs. On Sept. 24, our IPO Summit For Financial Advisors unites an all-star team of experts in 5 sessions on guiding equity comp clients. Watch live or on demand! Register now: bigmarker.com/mystockoptions…

NEW: The most valuable IPO financial planning for equity comp and company share begins before the company goes public. For our latest article at @Forbes we sought insights on pre-IPO planning from several financial advisors. forbes.com/sites/brucebru…

Big layoffs, such as those at Uber, are a tough break for many employees. Whether you've been laid off or are worried about layoffs, don't forget any equity awards you have. Be sure you take as much extra money for the road as you can. See our related article: mystockoptions.com/articles/job-l…

Stock options and RSUs are valuable benefits. Not to be a downer, but it's important to find out what would happen to your grants should you die. How would wealth locked up in them be passed on to your beneficiaries? Our newest article presents 5 things to know: mystockoptions.com/articles/how-d…

NEW! 2026 and 2027 are shaping up to be blockbuster years for IPOs. Our IPO Readiness Virtual Summit For Financial Advisors unites an all-star team of experts in 5 sessions on guiding equity comp clients through IPOs and tender offers. Register now: bigmarker.com/mystockoptions…

Mobile and international employees with equity compensation need to know how their awards will be taxed, but reliable information can be hard to find. That's why myStockOptions has its Global Tax Guide, explaining the taxation of equity comp in over 50 countries: mystockoptions.com/global-tax-gui… Recent additions include Kenya, expanding our coverage of Africa, and Slovenia, giving us almost total coverage of Europe.

#SpaceX employees can now sell company stock acquired from equity awards as the post-IPO lockup ends. Some will see life-changing wealth. This requires tax planning, as we explain in "IPO Equity Comp And Company Stock: 8 Tax Tips Plus A Warning" - mystockoptions.com/articles/IPO-e…

While not the most romantic activity, drafting a prenuptial agreement before you get married (just in case) is smart. It means you, not a court, define rules for asset division if you divorce. That can include equity comp and holdings of company stock, as our newest article explains with insights from a divorce attorney/mediator and a wealth advisor. How A Prenuptial Agreement Can Protect Stock Options And RSUs In Divorce: mystockoptions.com/articles/how-p…

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Employees at SpaceX will soon be able to sell some shares as part of a complicated sequence of releases under the post-IPO lockup. Whether to sell or hold shares is a complicated decision. See the section Financial Planning: IPO at myStockOptions for insights from top financial and tax advisors on related strategies (link in replies). nytimes.com/2026/08/03/tec…

It may seem creepy that death is a type of job termination under your stock plan—but that's how plans address it. Our latest article at the @Forbes website explains key points to understand about what would happen to your stock options and RSUs if you were to pass away. forbes.com/sites/brucebru…

The SpaceX IPO enriched many current and former workers. In one example, a welder who made $28 per hour now holds $880k in company stock from his equity awards. Billionaire Mark Cuban says equity comp for all employees is a key way to address income inequality, a position we have always maintained here at myStockOptions. fortune.com/2026/07/20/mar…

In this year of mega IPOs, employees at companies that just went public or will soon, such as SpaceX, OpenAI, and Anthropic, are sitting on valuable company stock and equity awards. IPO-specific financial and tax planning is a must. Our latest update highlights insights from myStockOptions on equity comp wealth planning at IPO and pre-IPO companies: mystockoptions.com/resource/index…

While not the most romantic activity, drafting a prenup is smart. It means you, not a court, define rules for asset division if you divorce. That can include equity compensation, such as stock options and restricted stock units (RSUs). Our latest at the @Forbes website presents insights from two experts in divorce law, tax, and financial planning. #fintwit #TaxTwitter forbes.com/sites/brucebru…

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The SpaceX IPO was a massive windfall for early hires who received stock options, from engineers to cafeteria workers. Meanwhile, rival Blue Origin's stock options are "essentially worthless," according to this article from Business Insider. What differences between these two led to such polar-opposite outcomes? Read about Blue Origin employees' experiences with equity comp in this article. Then read our Forbes article on equity comp at SpaceX, including a surprise ESPP (see next post). businessinsider.com/spacex-employe…