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

March 4, 2026

Databricks Tender Offer 2026: Calculating Your After-Tax Cash

Databricks Tender Offer 2026 tax guide: learn how RSU shares are taxed, how to calculate capital gains by lot, and

February 25, 2026

Databricks Tender Offer 2026: Should You Participate?

Databricks Tender Offer 2026 guide for employees. Learn whether to participate, how many shares to sell, tax implications, and what

February 18, 2026

SpaceX: Are you ready for the IPO?

The SpaceX IPO conversation is heating up following its xAI acquisition and reports of a 2026 public listing.

February 12, 2026

Maximizing QSBS Exclusions in Community Property States

Not sure whether deferred compensation, a Roth IRA, or 401k makes sense for you? Learn how tech professionals use each

February 5, 2026

Deferred Compensation vs Roth IRA vs 401(k)

Not sure whether deferred compensation, a Roth IRA, or 401k makes sense for you? Learn how tech professionals use each

January 29, 2026

Your First 90 Days of 2026: Equity Moves That Pay Off All Year

Plan your equity strategy for 2026 with confidence. Learn what tech professionals should do in the first 90 days to

January 22, 2026

5 Reasons Your Deferred Compensation Plan is a Bad Idea

Thinking about a deferred compensation plan? Before you defer income, here are some risks around liquidity, taxes, and employer stability

January 16, 2026

5 Reasons Your Deferred Compensation Plan is a Good Idea

Thinking about a deferred compensation plan? Before you defer income, here are some risks around liquidity, taxes, and employer stability

January 9, 2026

Using Charitable Giving to Offset RSU or Stock Option Gains

How charitable giving of appreciated stock can help offset RSU or option taxes, and the real tradeoffs tech employees should