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

Exercise Stock Options Before IPO

When Should You Exercise Stock Options Before an IPO? A Real Guide for Tech Employees

Timing is everything so learn when to exercise stock options before IPO. Here's a guide to understand the tricks and
qsbs apply to pre-ipo shares

What Is QSBS and Does It Apply to Your Pre-IPO Shares?

Does QSBS apply to pre-IPO shares and what is it exactly? Understand it well and learn how to maximize it.
Plan for Lockup Expiration After IPO

How to Plan for Your Lockup Expiration After an IPO

What should you do when your IPO lockup expires? Understand taxes, selling strategies, and how to manage RSUs and stock
Pre-IPO Financial Advisors

3 Financial Advisors Who Handle Pre-IPO Planning

Explore three financial advisors who specialize in pre-IPO planning, including KB Financial Advisors, Brooklyn FI, and Flow Financial Planning.
OpenAI Anthropic Pre-IPO plan

If You Work at OpenAI or Anthropic, Here’s What to Think About Before IPO

If you work at OpenAI or Anthropic, learn what to consider before an IPO. Understand RSUs, stock options, taxes, lockups,
Company is Going Public

My Company Is Going Public. What Should I Do With My Stock?

Learn what happens to your stock options and RSUs when your company goes public. Understand lockups, taxes, and key decisions
Manage Large Unrealized Capital Gains

My Portfolio Did Too Well. Now What? How Founders Manage Large Unrealized Capital Gains

Founder equity grew faster than expected? Learn how tech founders manage large unrealized capital gains, balance taxes, liquidity, and concentration
Taxes on Unrealized Capital Gains

Do You Pay Taxes on Unrealized Capital Gains? What Founders Need to Know

Do you pay taxes on unrealized capital gains? Learn how founders are taxed on stock, options, RSUs, AMT, and liquidity
Deferring Capital Gains

Is Deferring Capital Gains Quietly Increasing Your Portfolio Risk?

Deferring capital gains may feel tax efficient, but it can increase concentration risk for tech professionals with RSUs and stock