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

Equity given to founders

How is Equity Typically Given to Founders?

Learn how is equity given to founders and what to watch out for to avoid financial challenges.
exercise stock options

What Happens If You Don’t Exercise Your Stock Options?

Be informed what happens if you don't exercise stock options and the challenges that come as liquidity timelines shift.
how does qsbs work

How Does QSBS Work? (2025 Edition)

Understand how does QSBS work and how your business can qualify. Discover the powerful tax benefits it can offer for
Avoid Surprise Taxes on RSU Stock

How to Avoid Surprise Taxes on RSU Stock

Avoid surprise taxes on your RSU stock by understanding them so you can make strategic tax moves throughout the year
Best Financial Advisors for Tech and Equity

The 5 Best Financial Advisors for Tech Employees, Founders & Equity-Holders

See the 5 best financial advisors for tech professionals to see if they're a match for your business.
Cashless Exercise

What Is a Cashless Exercise? (With Example)

Find out if you can use a cashless exercise for your stock options. Understand how it works better with our
Financial Independence Number

How to Calculate Your Financial Independence Number

Know what is your financial independence number and how it can guide your planning for the future.
iso vs nso

ISO vs NSO: What Type of Stock Option Do You Have (And What Should You Do About It?)

Understand the key difference of ISO vs NSO to maximize your stock options and make smart tax decisions.
Exercise Stock Options

Should I Exercise My Stock Options? (And When It Makes Sense to Wait)

Determine the optimal time to exercise stock options with this guide, and evaluate your next best step.