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

stock appreciation rights

How Do Stock Appreciation Rights Work?

Companies are getting more and more competitive (and creative) with their compensation packages to find, attract, and keep skilled professionals.

iso cashless exercise

ISO Cashless Exercise Now vs. Wait & Exercise Later

Imagine a typical job searcher in Silicon Valley: She took a job at a tech company, and part of her

avoid underpayment penalty tax planning

How to Avoid IRS and California Tax Underpayment Penalty on RSU and Stock Options

Contrary to your standard worker, tech employees have SO MANY types of income. (Well, maybe not SO MANY, but there

Critical Money Lessons for Tech Employees

Your Relationship with Money

They say more money means more problems, and it’s easy to see why. As your career grows, so do the

exercise and sell vs exercise and hold

Exercise and Sell or Exercise and Hold – Stock Options Case Study

So your company just announced a tender offer or IPO. The rubber is about to meet the road, and you’ve

protect money stripes tender offer

Stripe Tender Offer: 7 Expert Tips to Protect Your Money

Here’s how Stripe employees can avoid high taxes and maximize their financial gains from the new tender offer. Stripe employees

ISO AMT

ISO AMT and Cost Basis: What You Need to Know

If I had $1 for every time I had a conversation with smart-but-frazzled startup employees trying to understand the financial

early employee equity

Selling Early Employee Equity in a Startup Fundraising Round

Over the last few years, we’ve noticed a BIG trend growing in our clients who work for startups: The opportunity

woman planning around trading window

How to Plan Around Trading Windows

Going to jail for insider trading is no good. Thankfully, though, there are ways you can legally buy and sell