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

3 Tax Things to Beware of After IPO

  Initial public offerings, or IPOs, have had a dramatic increase over the course of 2018. Tech employees can expect

stock option investment strategy

This Is the Most Powerful Stock Option Investment Strategy You Can Use

No matter what kind of stock options you have, there are two specific end results of every well-executed stock option

company got acquired

Your Company Got Acquired: How to Capitalize on This Liquidity Event in Tech

  As massive companies like Google and Salesforce keep buying out startups, your likelihood of finding out your company got

salesforce employees build wealth

How Salesforce Employees Can Build Wealth the Fast and Strategic Way

The biggest draw of working for Salesforce or another big-name tech company, is that employees build wealth in those companies

tax breaks for former employees

Pass Through Income and the Section 199A Deduction

  Here’s what you need to know about the tax breaks for business owners and self employed persons — specifically,

how to invest cash after exercising stock options

How to Invest the Cash After Exercising Stock Options

There are countless ways you can strategize around how to best use your stock options. That can depend on: The

rise of tender offers stock options

Move Over, IPOS: The Rise of Tender Offers in 2018

Back in November of 2017, we kept a close eye on some high-profile tender offers — and we predicted we’d

restricted stock units stock options blog

The Definitive Guide to Restricted Stock Units

If you work at a tech company, your compensation likely stretches beyond the numbers on your paycheck — and that’s

how to prepare for ipo young professional

3 Ways to Plan for Your IPO

Did you hear the news? Your company is looking at an initial public offering, or IPO — and your whole