Our Blog

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

April 2, 2026

My Company Is Going Public. What Should I Do With My Stock?

Learn what happens to your stock options and RSUs when your company goes public. Understand lockups, taxes, and key decisions

March 25, 2026

My Portfolio Did Too Well. Now What? How Founders Manage Large Unrealized Capital Gains

Founder equity grew faster than expected? Learn how tech founders manage large unrealized capital gains, balance taxes, liquidity, and concentration

March 18, 2026

Do You Pay Taxes on Unrealized Capital Gains? What Founders Need to Know

Do you pay taxes on unrealized capital gains? Learn how founders are taxed on stock, options, RSUs, AMT, and liquidity

March 11, 2026

Is Deferring Capital Gains Quietly Increasing Your Portfolio Risk?

Deferring capital gains may feel tax efficient, but it can increase concentration risk for tech professionals with RSUs and stock

March 4, 2026

Databricks Tender Offer 2026: Calculating Your After-Tax Cash

Databricks Tender Offer 2026 tax guide: learn how RSU shares are taxed, how to calculate capital gains by lot, and

February 25, 2026

Databricks Tender Offer 2026: Should You Participate?

Databricks Tender Offer 2026 guide for employees. Learn whether to participate, how many shares to sell, tax implications, and what

February 18, 2026

SpaceX: Are you ready for the IPO?

The SpaceX IPO conversation is heating up following its xAI acquisition and reports of a 2026 public listing.

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