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

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.

founders share tax

Founders Shares: Here’s How to Avoid a Huge Tax Bill

Founders share tax can be confusing and tax mistakes are very expensive. Read ahead to learn how to avoid a

cash acquisition tax implications

Tech Employees Guide to Cash Acquisition Tax Implications

So, your company’s going through a cash acquisition, and you’re scared of the tax implications? And now you’ve got to

fair market value vs. cost basis financial advice

Fair Market Value vs Cost Basis: What’s the Difference?

Fact: When you start investing, you’re going to learn a lot of new vocabulary. (And it’s totally fine if you’re

double trigger rsu tax

Double Trigger RSU Tax: 5 Ways to Avoid a Scary Tax Bill

First of all, if you’ve got a double trigger RSU that are about to settle. Congratulations! You’re about to come