Our Blog

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

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 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

December 18, 2025

Deferring Income to Next Year With RSU and Option Timing

Understand how RSU and stock option timing shapes your tax year, and learn when shifting equity income into next year

December 11, 2025

What Happens to Your Stock Options if Your Company Gets Acquired?

Mergers and acquisitions move fast. Understand what happens to your stock options when company gets acquired from the experts of

December 4, 2025

What to Do in the Year Before You Plan to Leave Your Tech Job

Thinking what to do before leaving your tech job? Learn how to handle your RSUs, stock options, taxes, and benefits

November 27, 2025

Year-End Equity Tax Checklist for Tech Professionals

Make smart year-end tax moves before new 2026 rules hit. Our equity tax checklist helps tech professionals lower taxes, optimize

November 20, 2025

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

October 30, 2025

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

October 14, 2025

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