Our Blog

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

July 31, 2025

Is QSBS Worth It?

Is QSBS worth it for your business? Discover how much you could save and the key changes that might impact

July 28, 2025

Qualified Small Business Stock in California: What You Need to Know in 2025

Understand how qualified small business stock in California is taxed and what you can do about it.

June 23, 2025

What Happens If You Don’t Exercise Your Stock Options?

Be informed what happens if you don't exercise stock options and the challenges that come as liquidity timelines shift.

June 17, 2025

How Does QSBS Work? (2025 Edition)

Understand how does QSBS work and how your business can qualify. Discover the powerful tax benefits it can offer for

June 13, 2025

How is Equity Typically Given to Founders?

Learn how is equity given to founders and what to watch out for to avoid financial challenges.

June 11, 2025

How to Avoid Surprise Taxes on RSU Stock

Avoid surprise taxes on your RSU stock by understanding them so you can make strategic tax moves throughout the year

June 10, 2025

The 5 Best Financial Advisors for Tech Employees, Founders & Equity-Holders

See the 5 best financial advisors for tech professionals to see if they're a match for your business.

June 8, 2025

What Is a Cashless Exercise? (With Example)

Find out if you can use a cashless exercise for your stock options. Understand how it works better with our

May 26, 2025

How to Calculate Your Financial Independence Number

Know what is your financial independence number and how it can guide your planning for the future.