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

Reflections from Jim Brightman

80 Years of Wisdom: Reflections from Our Own Jim Brightman, CPA

Join us as we celebrate the remarkable Jim Brightman, our longtime tax sage and beloved team legend, on his 80th
rsu stock options after layoff

What Happens to Your RSUs and Options if You’re Laid Off?

Got laid off from your tech job? Learn what happens to your RSUs and stock options after layoff and practical
cash After Selling Your Company

How Much Cash Should You Keep After Selling Your Company?

Wondering how much cash to keep after selling your company? Here’s how to find balance, invest wisely, and plan your
Selling A Startup

Tax Moves for Founders 12 Months Before Selling A Startup

Follow this founder’s timeline to selling a startup so you can organize your taxes, protect profits and set yourself up
Liquidity Planning for founders

The Founder’s Timeline for Liquidity Planning

Learn the key steps in liquidity planning for founders and make sure your hard work turns into lasting wealth.
Split Equity Among Co-Founders

How to Split Equity Among Co-Founders

Discover the right way to split equity among co-founders to keep things fair, transparent, and built for long-term success.
how much stock should founders keep

How Much Stock Should Founders Keep?

Explore how equity compensation evolves from founder shares to stock options and RSUs, and learn strategies to maximize your wealth.
Equity Compensation

From Founder Shares to RSUs: A Founder’s Guide to Equity Compensation

Explore how equity compensation evolves from founder shares to stock options and RSUs, and learn strategies to maximize your wealth.
Guide to 83b Election

The Founder’s Guide to Filing an 83(b) Election

Find out how receiving and filing your founder shares can save you taxes with this guide to 83b election.