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

iso disqualifying disposition

ISO Disqualifying Disposition: How You Can Minimize Your Taxes

Though you may not realize it, tech employees have wealth-building tools at their fingertips. If used strategically, these tools can

qsbs stock options

QSBS Stock Options: Qualified Small Business Stock and 100% Tax Exclusions

We know the IRS loves to make sure they get their fair share of taxes… So is it ~really~ true

ISO AMT tax

ISO AMT Tax: What You Need to Know

ISO AMT tax is a real doozy. In fact, a lot of people are still confused about what it all

when to sell stock options

When to Sell Stock Options: Learn Stock Option Type & Time to Sell

It feels good when you’ve got different stock options, RSU, and ESPP to work with to grow your wealth. What

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