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

employee stock options 101

Stock Options 101: The Beginner’s Guide to Company Equity

Scenario: You just got offered an exciting job at a cool, new startup???? ???? Heck. Yes. It’s a dream job,

has pandemic changed how you think about finances

Has the Pandemic Changed How You Think About Your Finances?

It’s been almost 14 very long months and we are finally starting to gradually emerge from the pandemic. Before you

how to talk about IPOs

Prepping for Dinner Party Topics Post You-Know-What

It’s been 12 long months. You are finally fully vaccinated and have been invited to your first post-pandemic dinner party.

state taxation of stock options after move

How to Handle: State Taxation of Stock Options After You Move

Every year, without fail, a few of our clients relocate to a new state. It’s usually for work, but even

ipo millionaire

You’re an IPO Millionaire worth $5 Million+ Now What?

“Sure,” you thought, when you started working for your company. “These stock options are probably a good idea… but I

employee stock purchase plans

Employee Stock Purchase Plans: Getting Started & What You Need to Know

After an IPO, a lot of things change with your stock options and your company equity. You’ll have to deal

Long Term Savings for Big Tech Employees

Long Term Savings for Big Tech Employees

When you work in tech, you usually fall in one of two camps: 1) A startup employee 2) A “big

startup founder equity

Startup Founder Equity & Planning for Multiple Acquisitions + IPOs: A Case Study

When you start a company, you’ve probably got big goals for it. In the tech world, big goals = acquisitions

economic recovery

Recovery: The Shape of Things to Come Part Deux

Last time we talked about a couple of possible shapes for our economic recovery: A“V” recovery, in which the economy