Kb financial advisors - logo
Book a Call
Bars staggered

Our Blog

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

Charitable Giving to Offset RSU

Using Charitable Giving to Offset RSU or Stock Option Gains

How charitable giving of appreciated stock can help offset RSU or option taxes, and the real tradeoffs tech employees should
Investing After Selling Your Business

How to Invest After Selling Your Business (Founder’s 2026 Guide)

A founder’s 2026 guide to investing after a business sale. Learn post exit tax planning, goal setting, diversification and how

Is 2026 Finally the Year Tech IPOs Come Back? What Employees Should Know

Tech IPOs showed real momentum in 2025. Here’s what employees should know about the 2026 IPO outlook and how it

Selling Stock Before Year-End vs. Waiting Until January

Learn how year-end timing impacts your tax bill, long-term gains, and overall equity strategy, plus what tech professionals should consider
Deferring Income to Next Year

Deferring Income to Next Year With RSU and Option Timing

Understand how RSU and stock option timing shapes your tax year, and learn when shifting equity income into next year
Stock Options when Company Gets Acquired

What Happens to Your Stock Options if Your Company Gets Acquired?

Mergers and acquisitions move fast. Understand what happens to your stock options when company gets acquired from the experts of
Leave Your Tech Job

What to Do in the Year Before You Plan to Leave Your Tech Job

Thinking what to do before leaving your tech job? Learn how to handle your RSUs, stock options, taxes, and benefits
Year-End Equity Tax Checklist

Year-End Equity Tax Checklist for Tech Professionals

Make smart year-end tax moves before new 2026 rules hit. Our equity tax checklist helps tech professionals lower taxes, optimize
Reflections from Jim Brightman

80 Years of Wisdom: Reflections from Our Own Jim Brightman, CPA

Join us as we celebrate the remarkable Jim Brightman, our longtime tax sage and beloved team legend, on his 80th