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

7 women founders who took their tech company public

7 Female Founders Who Took Their Tech Companies Public

Meet seven women entrepreneurs who successfully took their tech companies public. From scaling their startups to looking for venture capital,

Post-IPO blues: How to cut your losses after riding the tech stock dips

You may have held onto your stock for too long but there’s still time to turn things around. Going public

silicon valley bank collapse

Silicon Valley Bank Collapse: 7 things Tech Employees Must Know

Our team was in a weekly meeting last Thursday when I saw the headline “Silicon Valley Bank CEO Tells VC

how to use amt tax credit

How To Use AMT Tax Credit for Maximum Savings

Key Takeaways Peewee Soccer & Hefty AMT Bills When adults are around children, we’re always encouraging them when they make

exercise stock options after leaving

Exercise Stock Options After Leaving: the 90-Day Limit

Maybe you’ve gotten a job elsewhere, been laid off, or are taking that long-awaited sabbatical. Unfortunately, you’ve just realized that

tax considerations when leaving a company leaving or fired

Leaving Your Company? By Hire or Fire – Here Are Your Top 3 Tax Considerations

We’re all seeing it:  It feels like every other week there’s another LinkedIn announcement of one company or another downsizing

Your Financial Purpose: New Year Edition

There’s something about the holidays that immediately makes us more sentimental, isn’t there? There are delightful memories everywhere you look.

10(b)5-1 plan

Should I Set Up a 10(b)5-1 Plan?

Is a 10(b)5-1 plan a good idea? Or will it keep you trapped in a bad stock market? What if
quarterly tax estimates

What are quarterly estimated tax payments? Should you be paying them?

In my last blog post, I talked about tax withholding. And while withholding can feel heaven-sent for most people, especially