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

Employee Stock Options Explained: How to Avoid 3 Killer Mistakes

Employee stocks options is a long, complex topic that we simplify by helping you avoid the three killer mistakes. You

qsbs exemption requirements

QSBS Exemption Requirements: 100% Exclusion of Capital Gains

What if I told you that you could receive $10 million dollars and not pay any taxes on it? You’d

alternative minimum tax iso

Alternative Minimum Tax ISO: How Does It Work

Alternative minimum tax (AMT) on Incentive Stock Options, or ISO, is so confusing. You don’t receive any cash when you

small business capital gains exemption

Small Business Capital Gains Exemption – Sell QSBS, Pay Zero in Capital Gains Tax

What if I told you there was a way to pay zero dollars in capital gains tax if you sold

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