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Monthly Archives for: June 2017

When an 83(b) Election Converts a Windfall to Capital Gains
02 Jun

When an 83(b) Election Converts a Windfall to Capital Gains

The IPO of this San Jose sales manager’s technology company has provided a windfall he never thought possible. His equity compensation – a Restricted Stock Award -- has turned into serious money after the company’s IPO. William wisely made an 83(b) election at grant date and before the public offering. What financial decisions should he make now for the long run and what is he missing?

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