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

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How to Avoid AMT on ISO Exercise With Lower Share Prices

It’s no secret at this point: We’re in a bear market, and stock prices are going down for A LOT

iso tax treatment

ISO Tax Treatment: a 12-Month Plan for Optimizing Incentive Stock Options

ISO tax treatment can be a headache. ???? Seriously. If you’ve got incentive stock options with your company, you’ll know

managing investments during covid 19

Managing Your Investments – It’s a Balancing Act

The current health crisis and its impact on our jobs, our daily lives and our investments has many of us

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Secondary Market Offering: How to Sell in a Secondary Market Before a Direct Listing IPO

When a company announces a secondary market offering… it rarely hits they news. But they can be an incredible opportunity

tax refund or postpone

Tax Refund or IOU, IRS? Tips for Managing Either

Tax season is upon us. Hopefully, you paid attention to my previous blog about getting prepared, and have all of

preparing for taxes

Preparing for Taxes: A 2020 Checklist for Tech Employees

Preparing for taxes can be a doozy of a task… and not just for accountants. Yes, while some filings are

selling stock options

Selling Stock Options Strategy When You’re In the Highest Tax Bracket

Something interesting happens to a lot of our clients when their companies IPO: they find themselves stuck in the highest

what you need to know about thesecure act 2020

What You Need to Know About the SECURE Act

Are you feeling insecure about the SECURE Act? Well, knowledge is power. Here’s what you need to know. The SECURE

incentive stock options basics

Incentive Stock Options Basics: Everything You Need to Know About ISO, Tax, & Selling

Incentive Stock Options Basics One of the biggest benefits of being a startup tech employee is stock options. It makes