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

exercise and sell vs exercise and hold

Exercise and Sell or Exercise and Hold – Stock Options Case Study

So your company just announced a tender offer or IPO. The rubber is about to meet the road, and you’ve

protect money stripes tender offer

Stripe Tender Offer: 7 Expert Tips to Protect Your Money

Here’s how Stripe employees can avoid high taxes and maximize their financial gains from the new tender offer. Stripe employees

ISO AMT

ISO AMT and Cost Basis: What You Need to Know

If I had $1 for every time I spoke with smart (but slightly frazzled) startup employees trying to make sense

early employee equity

Selling Early Employee Equity in a Startup Fundraising Round

Over the last few years, we’ve noticed a BIG trend growing in our clients who work for startups: The opportunity

woman planning around trading window

How to Plan Around Trading Windows

Going to jail for insider trading is no good. Thankfully, though, there are ways you can legally buy and sell

supplemental pay

What is Supplemental Pay?: Bonus, RSU, NQ Withholding

In the tech world, it happens all the time: Employees get supplemental pay beyond their base income. They file their

tender offer tax treatment

Tender Offer Tax Treatment: 5 Keys to Tax and Investing Cash After

We’ve been helping tech employees navigate tender offer tax treatment since 2017… and over the years, these tender offers have

stripe RSU

Stripe RSU: Here’s How the New Tender Offer Affects Your Money

Stripe’s latest tender offer could mean a major payday for current and former employees holding Stripe RSUs… a welcome change

amt credit carryforward

How Does the AMT Credit Carryforward Work with ISO?

Guys, let’s be honest… understanding the Alternative Minimum Tax (AMT) and how it works with Incentive Stock Options (ISOs) can