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

mistakes with employee stock options

Top 5 Mistakes With Employee Stock Options & How to Avoid Them

  You can see the money now, can’t you? ???? ???? Your company’s hit their IPO, and you finally get

how to use incentive stock options

How to Use Incentive Stock Options: A Year-by-Year Approach

  As a financial planner, ISO (incentive stock options) are my favorite. There are so many ways they can flexibly

retirement planning don't stop

Retirement Account Contributions? Don’t Stop Now!

The second most-asked question I get these days is: Should I continue to contribute to my retirement accounts in this

Can it get any more confusing

Can It Get Any More Confusing?

Are you feeling overwhelmed and confused by the flood of information and the alphabet soup of COVID-19 relief packages? First

blog-avoid-amt

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

secondary market offering

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