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

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

stock offset on paystub

Stock and RSU Offset on Pay Stub: What Does It Mean in 2024?

This is the second in a four-part series about your paystub – what the various deductions mean, why you need

Critical Money Lessons for Tech Employees

5 Critical Money Lessons for Tech Employees

Navigating the financial landscape as a tech employee, particularly when dealing with stock options and IPOs, can be daunting. Understanding

ISO to NSO conversion

ISO to NSO Conversion: Should You Convert Your Stock Options?

Ahh, the golden handcuffs. Those lovely things that keep you chained to your current job until the IPO. They’re not

selling stock to buy a house

Selling Stock to Buy a House in 2024: Seven Steps

Buying a house is one of the biggest decisions of your life. ???? No matter where you live. Selling stock

tender offer for shares

Exercising ISO After Employee Tender Offer: A Huge Opportunity

It’s great when a company gives you stock options. It’s even better when those stock options give you massive pay