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Founders Shares: Here’s How to Avoid a Huge Tax Bill
Founders share tax can be confusing and tax mistakes are very expensive. Read...
Tech Employees Guide to Cash Acquisition Tax Implications
So, your company’s going through a cash acquisition, and you're scared of the...
Fair Market Value vs Cost Basis: What’s the Difference?
Fact: When you start investing, you’re going to learn a lot of new...
Double Trigger RSU Tax: 5 Ways to Avoid a Scary Tax Bill
First of all, if you’ve got a double trigger RSU that are about to settle....
Stock and RSU Offset on Pay Stub: What Does It Mean in 2024?
This is the second in a four-part series about your paystub – what the various...
5 Critical Money Lessons for Tech Employees
Navigating the financial landscape as a tech employee, particularly when...
ISO to NSO Conversion: Should You Convert Your Stock Options?
Ahh, the golden handcuffs. Those lovely things that keep you chained to your...
Selling Stock to Buy a House in 2024: Seven Steps
Buying a house is one of the biggest decisions of your life. ???? No matter...
RSU Strategies for Tech Professionals with Landon Loveall
When you're negotiating your compensation package, it's easy to focus on the...
Cost Basis and RSU: THE Easy-to-Understand Tech Employee’s Guide
When you’ve got stock in a company, it’s normally a really, really good thing....
Mastering Financial Wellness: Ten Essential Strategies for Personal Wealth
Knowing where to focus is the key to success on your journey of financial...
How to choose the right ISO exercise strategy for you
Understand your 5 strategic options and select the best one for your financial...