Brooklyn FI Media
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Meet The Liquidity Event
…a podcast from your friends at Brooklyn FI
Latest Episode:
Incentive Stock Options (ISOs) Explained: Tax Strategies to Avoid a $100k Surprise
In this episode of The Liquidity Event: Money & Finance with Shane and AJ, we unpack everything you need to know about Incentive Stock Options (ISOs) - from basic tax implications to advanced strategies for maximizing your equity compensation.
Key Timestamps:
0:28 - Introduction to Incentive Stock Options (ISOs)
10:26 - Why ISOs get special tax treatment
13:29 - Exercising ISOs: Common pitfalls and best practices
15:45 - Case Study: Recovering $50k in lost tax credits
23:52 - The 5% rule: When to exercise your ISOs
25:39 - Breaking down ISO exercises into manageable chunks
27:28 - AMT credits explained: Getting your money back
28:30 - Year-end timing strategies for ISO exercises
31:28 - How to avoid losing valuable tax credits
Connect with us: Email: liquidityevent@brooklynfi.com Leave a voicemail: memo.fm/liquidityevent
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A few crowd favorites for you
Classic podcast episodes
Space Dicks and Mega Roth IRAs
On this week's episode of The Liquidity Event: Bezos went to space for about five minutes and an Amazon exec goes to jail for insider trading. We cover the week’s exciting news in the world of public tech companies. We dive deep into the Peter Theil Roth IRA scandal and come to terms with this brilliant abuse of the retirement system. AJ and Shane blame the Boomers for their problems.
Why Are We Here?
In this inaugural episode, co-hosts AJ and Shane share some personal background details and define what the Liquidity Event is all about. You’ll learn about how Shane’s tax background and AJ’s journalism background lead them to found a wealth management firm and how that firm has transformed over the years.
Our most popular blog posts
The Brooklyn FI Guide To Leaving Your Job
Jason and Mishaela's webinar covers the always relevant topic of how a job change affects your financial plan; giving tips on information to gather or what you must understand before you send in that resignation letter.
I’m Rich, Now What
As a firm, Brooklyn FI has helped more than 100 clients through a life-changing liquidity event. What feels like every day, our clients go through the experience of going to sleep holding some stock options that have perceived value to waking up with seven figures in their checking account.