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

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.

May 12, 2025

ISO vs NSO: What Type of Stock Option Do You Have (And What Should You Do About It?)

Understand the key difference of ISO vs NSO to maximize your stock options and make smart tax decisions.

May 9, 2025

Should I Exercise My Stock Options? (And When It Makes Sense to Wait)

Determine the optimal time to exercise stock options with this guide, and evaluate your next best step.

April 24, 2025

How Much AMT Do You Owe? Our 2025 AMT Calculator Can Help You Figure It Out

Learn AMT basics with this guide and simplify planning using our free AMT calculator.