The HFP Blog

Helping you spend more time the way you want.

William Nunn, CFP® 8/12/25 William Nunn, CFP® 8/12/25

83(b) Election: How it can cost you or save you big money.

A light primer on the 83(b) election and the impact it can have if your employer stock goes up.

William Nunn, CFP® 7/21/25 William Nunn, CFP® 7/21/25

Understanding Restricted Stock Units

Brief overview of RSUs, how they are awarded and taxes. We also discuss the issues that arise such as not having withheld enough for taxes and overconcentration in employer stock.

William Nunn, CFP® 7/15/25 William Nunn, CFP® 7/15/25

You have two sets of cost basis on your ISOs

We go over the differences between AMT basis and regular tax basis created with an ISO exercise.