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

tender offer

Private company tender offer: What to do when your company announces one

Learn what employee tender offers are, whether you should sell, and how to handle the taxes. While the post-2021 IPO

How to Build Generational Wealth as a Tech Employee or Founder

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irs tax trap for tech industry san francisco

How to Avoid the IRS Tax Trap on Stock Options

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how to calculate alternative minimum tax

How to calculate your alternative minimum tax (AMT): 6 simple steps

Avoid a high alternative minimum tax (AMT) bill by understanding how ISO exercises impact it. Receiving incentive stock options (ISOs)

rsus vs stock options in ipo

RSUs vs stock options: Key differences in an IPO

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Five ways to sell stock in a post IPO selling strategy.

5 Ways to Sell Stock After an IPO

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company values

3 ways to establish & live your company values

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2024 Tax resolutions

New year, new tax goals: 4 ways to meet your 2024 tax resolutions

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The Impossible Money Question: Should I Buy a House?

Bonus – How to Make the Impossible Achievable for You There is one question I struggle with more than any