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

irs tax trap for tech industry san francisco

How to Avoid the IRS Tax Trap on Stock Options

You could be overpaying your stock options tax without knowing it — even if you have a tax preparer. Here’s

how to calculate alternative minimum tax

How to calculate your alternative minimum tax (AMT): 6 simple steps

Avoid a high alternative minimum tax (AMT) bill by understanding how ISO exercises impact it. Receiving incentive stock options (ISOs)

rsus vs stock options in ipo

RSUs vs stock options: Key differences in an IPO

Understand the pros and cons of these equity types, their tax implications, and how to handle them. Your company’s IPO

Five ways to sell stock in a post IPO selling strategy.

5 Ways to Sell Stock After an IPO

The IPO was announced. You took action and did the 5 things everyone must do. Now, you are in the

company values

3 ways to establish & live your company values

Strengthening your team and business starts with your values. Years ago, I worked with a national firm whose values didn’t

2024 Tax resolutions

New year, new tax goals: 4 ways to meet your 2024 tax resolutions

Close out your 2023 taxes and set yourself up for a prosperous 2024 with these tax tips. Now that we’ve

The Impossible Money Question: Should I Buy a House?

Bonus – How to Make the Impossible Achievable for You There is one question I struggle with more than any

Tips for working with your spouse at the same tech company

Tips for working with your spouse at the same tech company

  Finding the time to meet someone and date are really hard when you work in tech. There are the

Strategy for avoiding AMT on ISO stock options

Avoiding AMT on ISO stock options if your company’s stock drops

If the value of your company’s stock declined significantly after you exercised Incentive Stock Options (ISO), you may have a