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Insights and Strategies for Tech Professionals: Navigating Wealth, Taxes, and Financial Success

February 12, 2026

Maximizing QSBS Exclusions in Community Property States

Not sure whether deferred compensation, a Roth IRA, or 401k makes sense for you? Learn how tech professionals use each

February 5, 2026

Deferred Compensation vs Roth IRA vs 401(k)

Not sure whether deferred compensation, a Roth IRA, or 401k makes sense for you? Learn how tech professionals use each

January 29, 2026

Your First 90 Days of 2026: Equity Moves That Pay Off All Year

Plan your equity strategy for 2026 with confidence. Learn what tech professionals should do in the first 90 days to

January 22, 2026

5 Reasons Your Deferred Compensation Plan is a Bad Idea

Thinking about a deferred compensation plan? Before you defer income, here are some risks around liquidity, taxes, and employer stability

January 16, 2026

5 Reasons Your Deferred Compensation Plan is a Good Idea

Thinking about a deferred compensation plan? Before you defer income, here are some risks around liquidity, taxes, and employer stability

January 9, 2026

Using Charitable Giving to Offset RSU or Stock Option Gains

How charitable giving of appreciated stock can help offset RSU or option taxes, and the real tradeoffs tech employees should

January 2, 2026

How to Invest After Selling Your Business (Founder’s 2026 Guide)

A founder’s 2026 guide to investing after a business sale. Learn post exit tax planning, goal setting, diversification and how

December 26, 2025

Is 2026 Finally the Year Tech IPOs Come Back? What Employees Should Know

Tech IPOs showed real momentum in 2025. Here’s what employees should know about the 2026 IPO outlook and how it

December 19, 2025

Selling Stock Before Year-End vs. Waiting Until January

Learn how year-end timing impacts your tax bill, long-term gains, and overall equity strategy, plus what tech professionals should consider