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

tender offer for shares

Exercising ISO After Employee Tender Offer: A Huge Opportunity

It’s great when a company grants you stock options… and even better when those options can lead to a massive

RSU strategies for tech professionals

RSU Strategies for Tech Professionals with Landon Loveall

When you’re negotiating your compensation package, it’s easy to focus on the salary and maybe even the number of stock

RSU Cost Basis

Cost Basis and RSU: The Easy-to-Understand Tech Employee’s Guide

Prefer to listen? Listen to this article on The Tech Equity Podcast below, or find us on Spotify, Apple Podcasts,

ten important factors financial wellness

Mastering Financial Wellness: Ten Essential Strategies for Personal Wealth

Knowing where to focus is the key to success on your journey of financial wellness. Something specific will trigger your

ISO exercise strategy

How to choose the right ISO exercise strategy for you

Understand your 5 strategic options and select the best one for your financial plan. Incentive stock options (ISOs) are one

Private company tender offer

Private Company Tender Offer: What To Do When Your Company Announces One

Learn what employee tender offers are, whether you should sell, and how to handle the taxes. While the post-2021 IPO

How to create Ten Years of Wealth in one moment

How to Build Generational Wealth as a Tech Employee or Founder

A guide to recognizing a single wealth-accelerating opportunity that can help you — and your heirs — achieve financial freedom.

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)