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

Find Stock Option Tax Documents

Where to Find Your Stock Option Tax Documents (2025)

Tax season is here, and if you’ve had stock options vest, exercised options, or sold shares, you’re going to need

does turbo tax work for tech professionals

Why TurboTax Doesn’t Work for Tech Professionals

Is TurboTax for tech professionals the right choice? Optimize your taxes and keep your finances on track!
rsu tax underwithholding issues

Why Tech Professionals Face RSU Tax Underwithholding Issues (and How to Fix It)

Struggling how to fix RSU tax underwithholding issues? Learn how to fix it and avoid future headaches with this guide!
incentive stock options

Should You Exercise Incentive Stock Options in January? A Simple Guide

If you’re a tech employee, founder, or executive with incentive stock options (ISOs), you might be wondering when the best

pre-IPO guide for employees

Pre-IPO Guide for Employees: 5 Steps for RSU, Stock Options, Tax

Surprise! Your company just announced an IPO. Congrats! You know in theory you’re about to come into a lot of

when should I exercise my private company stock options

When Should I Exercise My Private Company Stock Options?

Getting more stock options from your employer is always a good thing. After all, if you’re giving your all to

when to exercise stock options startup

When to Exercise Stock Options Startup and Before IPO

Deciding when to exercise stock options in your startup before it’s sold or has an IPO can be a pretty

how much company stock should I own

How Much of My Company Stock Should I Own? – 3 Steps

Most of the time, tech employees think it’s a good idea to keep “some, but not all” of their company

What Is a CP2000 IRS Notice

What Is a CP2000 IRS Notice? Plus, Response Letter Sample

A random, unexpected letter from the IRS is never something you want to receive — especially when that letter is