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

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Stock Option Decisions: How Do You Make the Best Choice?

Receiving stock options can provide you with a fantastic opportunity to build wealth. But as with any investment, nothing is

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How the Tax Reform Bill Will Impact You

Plus steps to take now The impact of new tax legislation will vary by Taxpayer depending on your particular situation.

UBER Tender Offer Accredited Investor Requirement

Uber Tender Offer: Do I qualify as an accredited investor?

The past few weeks in the world of tech companies have been like Mitch-a-Palooza from the movie Old School: a

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What to Know About Tender Offers and How to Prepare for Yours

If you’ve been waiting for your private company to go public so you can offload some of your shares, you

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What is a 10b5-1 Plan — And Should I Participate in Mine?

Restricted stock units (RSU), incentive stock options (ISO), and nonqualified stock options (NQ) are all nice to have. Trading windows

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The Definitive Guide to Employee Stock Options

Making sense of your employee stock options is tough. A quick Google search won’t help. Search “stock options” You get

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3 Things To Do Before Your Lock-Up Period Expires

It’s been a good year for tech IPOs. Nine tech companies went public in the first four months of 2017,
How to save more money in the future

How to Save More Money in the Future

Most of what you read about saving more money is misguided. It focuses on the wrong things. Saving a fixed

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How to Maximize the Tax Benefit of Having Kids

Kids are expensive. We know. Many of our clients have young children. One of our partners, Landon, has three school-age