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

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

blog-financial-purpose

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

are travel credit card rewards worth it

Are travel rewards credit cards worth it?

At KB Advisors, we get pretty deep into the weeds of tax planning and strategizing the best ways to use

adobe figma acquisition

What Adobe’s Figma Acquisition Means for Employees

(And general acquisition principles for anyone to follow.) Nothing gets me amped up like an acquisition or an IPO. Helping