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

How Much of My Company Stock Should I Own

How Much of My Company Stock Should I Own? – 3 Steps

Most of the time, tech employees think it’s a good idea to keep “some, but not all” of their company

What Is a CP2000 IRS Notice Plus, Response Letter Sample

What Is a CP2000 IRS Notice? Plus, Response Letter Sample

A random, unexpected letter from the IRS is never something you want to receive — especially when that letter is

Employee Stock Options Explained How to Avoid 3 Killer Mistakes

Employee Stock Options Explained: How to Avoid 3 Killer Mistakes

Employee stocks options is a long, complex topic that we simplify by helping you avoid the three killer mistakes. You

QSBS Exemption Requirements: 100% Exclusion of Capital Gains

QSBS Exemption Requirements: 100% Exclusion of Capital Gains

What if I told you that you could receive $10 million dollars and not pay any taxes on it? You’d

Alternative Minimum Tax ISO: How Does It Work

Alternative Minimum Tax ISO: How Does It Work

Alternative minimum tax (AMT) on Incentive Stock Options, or ISO, is so confusing. You don’t receive any cash when you

Small Business Capital Gains Exemption Sell QSBS, Pay Zero in Capital Gains Tax

Small Business Capital Gains Exemption – Sell QSBS, Pay Zero in Capital Gains Tax

What if I told you there was a way to pay zero dollars in capital gains tax if you sold

Angel and Startup Investment Fund K1 for Investors

Angel and Startup Investment Fund K1 for Investors

In the world of startups, “angel investing” has become a pretty sexy term… for a number of reasons. One, when

5 Lessons Learned from Missing Cost Basis

5 Lessons Learned from Missing Cost Basis

How do you calculate missing cost basis? What lessons can you learn? What might you want to do differently in

QSBS Stacking, Packing, and Rollovers

QSBS Stacking, Packing, and Rollovers: Choose the right fit for you

*New enhancements for QSBS apply after July 4, 2025. Refer to How Does QSBS Work (2025 Edition) for more. If