Jake Northrup, CFP®, CFA, CSLP®

Equity comp at a private company can accelerate your path to financial independence by years. Or cost you six figures in unnecessary taxes. ISOs, NSOs, RSUs, QSBS, AMT, tender offers, post-termination windows — everything is covered. experienceyourwealth.com/your-simplifie… #equitycompensation

The new $40k SALT deduction is a major win for high earners in high-tax states, but begins to phase out >$500k of income. This makes proactive tax planning crucial if you're in the $500k - $600k income range. @claireeboston @YahooFinance finance.yahoo.com/news/who-stand…

Experience Your Wealth is #hiring! We’re looking for a relatively newer CFP® professional to join our team as a fully remote Associate Financial Planner. Details to apply here: bit.ly/EYWAssociateFi…

Having clients talk about their goals for the future is one thing. Having clients create a vision of their future is next-level. Check out how @Jake_EYW does it with his "Life Planning Timeline."

As EYW is about to finish its 5th year, it felt like a great time to reflect upon the journey. Here are the 7 lessons I've learned in years 3 - 5 of scaling EYW. Thanks to @MichaelKitces for the opportunity to share!

This mindset shift from @Jake_EYW is 🔥

Experience Your Wealth is #hiring! We’re looking to add a fully remote paraplanner with ideally 2+ years of full-time experience in a paraplanning role. Details to apply here 👉bit.ly/EYWparaplanner…

To help reduce the likelihood of going down the wrong future path, consider goal setting as: 👉 Take guesses at what future you will want 👉 Run some experiments 👉 Reflect on the experiments 👉 Rediscover what you think is important to you ... rinse and repeat

Hey @klaviyo equity holders - here are 5 strategic questions to ask yourself before year-end as it relates to your equity to help you develop a life-centered, tax-efficient plan for your equity from the #IPO.

Huge thanks to @jbrendanfrazier for having me on his podcast! In this episode, we pull back the curtain of EYW to talk about how we always put a clients’ life at the center of their finances.

@klaviyo went public on September 20th, 2023. Our last blog on the Klaviyo #IPO pulls together the key points from our prior 3 Klaviyo IPO blogs so you can develop a life-centered, tax-optimized plan for your equity once the lock-up ends in March 2024. experienceyourwealth.com/financial-plan…

@klaviyo went public on September 20th, 2023. Our last blog on the Klaviyo IPO pulls together the key points from our prior 3 Klaviyo IPO blogs so you can develop a life-centered, tax-optimized plan for your equity once the lock-up ends in March 2024 experienceyourwealth.com/financial-plan…

@SamanthaTwenty @ProfRyanRussell @morganhousel Just bought this for future children & family - Ryan’s legacy will live on. Sending you all love and prayers 🙏

My husband, @ProfRyanRussell has been battling cancer for 17 months Today, we officially had to start hospice Our hearts are broken. Yet on his 41st birthday last week, I got to tell Ryan his dream came true- he officially is a published author ❤️ a.co/d/fodmKrd

@MegBartelt @klaviyo @Instacart The waiting game has started 😄

Do you have a large chunk of RSUs vesting in the near future? (Shoutout @klaviyo and @Instacart employees!) Watch out for a surprise tax bill. RSUs are typically withheld at a 22% federal tax rate, but if your effective federal tax rate > 22%, you'll be under-withholding tax.

Boston-based @klaviyo went public today! Here's how #Klaviyo employees can plan for their RSUs, ISOs + NSOs to help minimize taxes, while also maximizing their life. experienceyourwealth.com/financial-plan…

Boston-based @klaviyo is going public... what mistakes can you avoid with the #IPO? This blog is part 2 of the 4-part mini blog series on the #Klaviyo IPO discussing 5 of the most common mistakes that we see people make during an IPO. experienceyourwealth.com/financial-plan…

Boston-based @klaviyo filed its S-1 last Friday to kick off the IPO process Part 1 of this mini-series covers the logistics of the Klaviyo IPO and connecting the #IPO event to your life goals & values Before you answer WHAT to do, you need to answer WHY experienceyourwealth.com/financial-plan…

@klaviyo filed its S-1 to kick off the IPO process. Part 1 of this 4-part mini blog series covers the logistics of the Klaviyo IPO + connecting the IPO to your life goals & values. Hint: First answer WHY so then you can answer WHAT to do financially experienceyourwealth.com/financial-plan…

@NYCKevinBrady Definitely… and especially BEFORE a sale or liquidation event occurs

@Jake_EYW so powerful the "qualified trade or business" requirement is the major catch (and 80% test) most tech firms will likely qualify but meeting/documenting that is where the biggest issues come up for sure