Trayecto

QSBS is particularly relevant for clients in the tech industry who invest in, found, or join early stage startups. As a financial advisor, it is important to identify clients who may be in a position to benefit from QSBS and educate them on the tax advantages. Read more: https://lnkd.in/eHfgaRU8 #QSBS #EquityCompensation #FinancialPlanning #TaxPlanning

This will be my first XYPN conference since 2017 when I was launching an RIA. So I’m excited to come share what I learned scaling a firm focused on clients in tech and then helping 100+ RIAs level up their equity comp offering. In this talk we’ll cover valuable insights and frameworks you can’t find anywhere else (other than Trayecto’s in-app Knowledge Center). OH! And don’t miss the Equity Comp Mastermind Meet Up at 10am on 10/16 at booth 15, we’ll have donuts :) Attending XYPN? Hit me up here or in the Whova app if you want to connect at the conference.

Understanding the complexities of ISOs and AMT is critical when working with clients at startups. The Alternative Minimum Tax (AMT) system is a parallel tax calculation designed to ensure that higher-income taxpayers are subject to a minimum amount of tax. Exercising ISOs will be a key driver in whether your clients will get hit with an AMT bill. ??Check out our recent blog for more info on Mastering ISO and AMT Implications. https://lnkd.in/enPXPQcx

Employee Stock Purchase Plans are more than just a way for clients to buy company stock—they’re a powerful tool for building wealth when leveraged effectively. With favorable tax incentives and unique participation rules, understanding ESPPs can help you guide your clients toward smarter financial decisions. In our latest blog, we break down: - Key?qualified ESPP terms?you need to know - The impact of ESPP participation on?cash flow and taxes - Tax forms?to keep on your radar https://lnkd.in/eugYBcp4

Helping clients reduce concentrated risk by selling company stock can be tricky, especially with open trading windows and tax under-withholding. Our latest blog, 10b5-1 Plan Strategies and Implementation, outlines different approaches to leveraging a 10b5-1 for systematic sales. An opportunity to help dollar-cost-average out of their position bypassing the need to sell within open trading windows. ??Peep the blog for more info on 10b5-1 Plan Strategies and Implementation. https://lnkd.in/eckTGQiC

When selling RSUs at a loss, be careful of the Wash Sale Rule - especially if you have monthly vesting. The Wash Sale Rule is a regulation enforced by the Internal Revenue Service (IRS) that prevents investors from realizing a tax deduction on losses from the sale of securities if they purchase substantially identical securities within a 61-day window, including the date of sale. ??Peep the blog for more info on the Wash Sale Rule with RSUs. https://lnkd.in/esxE-7AF #RSUs #EquityComp #TaxPlanning

?? Exciting News! ?? We’re thrilled to announce that Trayecto was selected as a finalist in the 2024 XYPN AdviceTech Competition! This recognition places us among the top innovators in WealthTech, and we’re pumped to share what we’ve been building. This milestone acknowledges our commitment to delivering a product that empowers financial planners who support modern workers. Stay tuned for what’s next—we’re just getting started! ??? #FinTech #Innovation #XYPNLIVE #FinancialPlanning #AdviceTech #FutureOfPersonalFinance

???????????????? ??????????????: Position Your RIA for the Future of Financial Advice Join us for an insightful session on how to prepare your RIA and offering for the evolving landscape of financial advice. Our expert speakers, Samantha Russell and John S., will cover: → Key trends shaping the financial space → Developing a compelling voice that resonates with your target audience → Branding and marketing strategies that build trust and showcase your expertise Don't miss this opportunity to elevate your practice and learn from our hosts. ?? ????????: Wednesday July 17th ? ????????: 3:00pm ET ?? ???????????????? ????????: https://lnkd.in/eU5sD4EM See you there! #FinancialAdvice #RIA #Webinar #Branding #Marketing #FutureOfFinance #FinancialPlanning