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

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

supplemental pay

What is Supplemental Pay?: Bonus, RSU, NQ Withholding

In the tech world, it happens all the time: Employees get supplemental pay beyond their base income. They file their

tender offer tax treatment

Tender Offer Tax Treatment: 5 Keys to Tax and Investing Cash After

We’ve been helping our clients with tender offer tax treatment since 2017. Since then, we’ve seen tender offers happen way

stripe rsu

Stripe RSU: Here’s How the New Tender Offer Affects Your Money

The company’s new tender offer gives current and former employees who hold Stripe RSU a big, potential payday. It’s generally

amt credit carryforward

How Does the AMT Credit Carryforward Work with ISO?

Guys, the Alternative Minimum Tax (AMT) & all. the. things. about it are confusing as heck. Like, that’s just how

how RSU work

How Do RSU Work: The Beginner’s Guide (Start Here)

Hands down, I find myself answering more questions about RSU (restricted stock units) than any other type of stock option.