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

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

How are Stock Appreciation Rights Taxed?

How are Stock Appreciation Rights Taxed?

Once upon a time, receiving RSUs or participating in an ESPP might’ve felt like hitting the jackpot. But in today’s

Private Company Stock Options: Things to Know Now

Private Company Stock Options: Things to Know Now

In any private tech company, there are typically five types of stock options available: QSBS (qualified small business stock) LTCG

ISO Disqualifying Disposition How You Can Minimize Your Taxes

ISO Disqualifying Disposition: How You Can Minimize Your Taxes

Though you may not realize it, tech employees have wealth-building tools at their fingertips. If used strategically, these tools can

QSBS Stock Options Qualified Small Business Stock and 100% Tax Exclusions

QSBS Stock Options: Qualified Small Business Stock and 100% Tax Exclusions

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

ISO AMT Tax What You Need to Know

ISO AMT Tax: What You Need to Know

ISO AMT tax is a real doozy. In fact, a lot of people are still confused about what it all

When to Sell Stock Options

When to Sell Stock Options: Learn Stock Option Type & Time to Sell

Having stock options, RSUs, or an ESPP as part of your compensation package can be a great way to build

stock appreciation rights

How Do Stock Appreciation Rights Work?

Companies are getting more and more competitive (and creative) with their compensation packages to find, attract, and keep skilled professionals.

iso cashless exercise

ISO Cashless Exercise Now vs. Wait & Exercise Later

Imagine a typical job searcher in Silicon Valley: She took a job at a tech company, and part of her