Our Blog.
Are travel rewards credit cards worth it?
At KB Advisors, we get pretty deep into the weeds of tax planning and...
What Adobe’s Figma Acquisition Means for Employees
(And general acquisition principles for anyone to follow.) Nothing gets me...
Withholding Tax on Stock Options: The Good, The Bad, The Ugly
No one likes an unexpected tax bill. ???? No one. And yet, it happens all the...
Should I Buy a House Now or Wait? The Impossible Money Question
Should I buy a house now or wait? There is one question I struggle with more...
When does an 83(b) election make sense?
Most of our advice on this blog surrounds exercising and selling stock options...
Hot Topic: Do You Have Enough Life Insurance?
Ahhh, life insurance. One of those “fun” topics that’s such a mystery to most...
Qualified Small Business Stock: 100% Tax Exclusions?
We know the IRS loves to make sure they get their fair share of taxes… So is...
2022’s Bear Market, Inflation, & Rising Interest Rates: 5 Things to Do Now
It’s the trifecta of doom for personal finance, and all three happening right...
What are the Best Investments to Pair with Employee Stock Options?
Anytime we have a client with stock options and an IPO in the future (which is...
Groceries and Inflation: What to Do?
At the time of writing, food prices have been going up for 12 straight months....
Angel Investment Funds & Their Tax Curveball
In the world of startups, “angel investing” has become a pretty sexy term… for...
QSBS Tax Treatment & Stock Exemption: How do you use it?
If you were around when a corporation was still small but it’s become large...