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What We Do
Financial Planning
Wealth Management
Tax Strategy
Equity Comp
Equity Compensation
RSUs Taxation
Incentive Stock Options
Non Qualified Stock Options
Qualified Small Business Stock (QSBS)
Success Stories
Meet The Team
Blogs & Videos
Our Blog
Videos
Tools
RSU Tax Withholding Calculator
AMT Calculator
The Million Dollar Mistake
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What We Do
Financial Planning
Wealth Management
Tax Strategy
Equity Comp
Equity Compensation
RSUs Taxation
Incentive Stock Options
Non Qualified Stock Options
Qualified Small Business Stock (QSBS)
Success Stories
Meet The Team
Blogs & Videos
Our Blog
Videos
Tools
RSU Tax Withholding Calculator
AMT Calculator
The Million Dollar Mistake
Book a Call
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Insights and Strategies for Tech Professionals: Navigating Wealth, Taxes, and Financial Success
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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.
April 15, 2025
A Tech Employee’s Guide to RSU Taxes in 2025
This guide to RSU taxes for tech employees simplifies everything from planning ahead and avoiding missed deadlines.
April 11, 2025
Tech Stock Offering Trends in 2025: Is the IPO Market Finally Back?
Curious about the tech stock offering trends? This guide highlights the newest IPOs and what they could mean for you.
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