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

Liquidity Planning for founders

The Founder’s Timeline for Liquidity Planning

Learn the key steps in liquidity planning for founders and make sure your hard work turns into lasting wealth.
Split Equity Among Co-Founders

How to Split Equity Among Co-Founders

Discover the right way to split equity among co-founders to keep things fair, transparent, and built for long-term success.
how much stock should founders keep

How Much Stock Should Founders Keep?

Explore how equity compensation evolves from founder shares to stock options and RSUs, and learn strategies to maximize your wealth.
Equity Compensation

From Founder Shares to RSUs: A Founder’s Guide to Equity Compensation

Explore how equity compensation evolves from founder shares to stock options and RSUs, and learn strategies to maximize your wealth.
Guide to 83b Election

The Founder’s Guide to Filing an 83(b) Election

Find out how receiving and filing your founder shares can save you taxes with this guide to 83b election.
gifting qsbs stock

Gifting QSBS Stock: What To Do and Not To Do

Here's a guide for gifting QSBS stock so you are aware of the basic do's and don'ts and it doesn't
new tax bill for founders and tech professionals

How The New Tax Bill Affects Tech Professionals

Read the effect of the new tax bill for founders and tech professionals, what it means and how to turn
QSBS Worth It

Is QSBS Worth It?

Is QSBS worth it for your business? Discover how much you could save and the key changes that might impact
Qualified Small Business Stock in California

Qualified Small Business Stock in California: What You Need to Know in 2025

Understand how qualified small business stock in California is taxed and what you can do about it.