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

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

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