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

angel investment funds

Angel and Startup Investment Fund K1 for Investors

In the world of startups, “angel investing” has become a pretty sexy term… for a number of reasons. One, when

missing cost basis

5 Lessons Learned from Missing Cost Basis

How do you calculate missing cost basis? What lessons can you learn? What might you want to do differently in

qsbs stacking, packing, and rollovers

QSBS Stacking, Packing, and Rollovers: Choose the right fit for you

If you were around when a corporation was still small but it’s become large (like as a founder or one

how are stock appreciation rights taxed

How are Stock Appreciation Rights Taxed?

In the past, simply having RSUs or an ESPP might have made you all starry-eyed for an employer, but in

private company stock options san francisco

Private Company Stock Options: Things to Know Now

In any private tech company, there are typically five types of stock options available: QSBS (qualified small business stock) LTCG

iso disqualifying disposition

ISO Disqualifying Disposition: How You Can Minimize Your Taxes

Though you may not realize it, tech employees have wealth-building tools at their fingertips. If used strategically, these tools can

qsbs stock options

QSBS Stock Options: Qualified Small Business Stock and 100% Tax Exclusions

We know the IRS loves to make sure they get their fair share of taxes… So is it ~really~ true

ISO AMT tax

ISO AMT Tax: What You Need to Know

ISO AMT tax is a real doozy. In fact, a lot of people are still confused about what it all

when to sell stock options

When to Sell Stock Options: Learn Stock Option Type & Time to Sell

It feels good when you’ve got different stock options, RSU, and ESPP to work with to grow your wealth. What