Our Blog

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

Exercising ISO in January stock options

3 Reasons January is the Best Month to Exercise ISO

  Every December, the KB Advisors team is inevitably flooded with calls from people who are rushing to exercise incentive

should i sell my stock options

How to Think About Stock Price vs Future Tax Savings

  “I know that if I hold for one year I get to pay a lower tax.” I can’t tell

how to use stock options to buy a house

How to Use Stock Options to Buy a House

For many Americans, buying a house is often a primary financial goal. However, in places like San Francisco or New

tax things to beware of after IPO

3 Tax Things to Beware of After IPO

The number of tech IPOs surged in 2018, and the momentum is expected to continue well beyond 2019. If you’re

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