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

stripe RSU

Stripe RSU: Here’s How the New Tender Offer Affects Your Money

Stripe’s latest tender offer could mean a major payday for current and former employees holding Stripe RSUs… a welcome change

amt credit carryforward

How Does the AMT Credit Carryforward Work with ISO?

Guys, let’s be honest… understanding the Alternative Minimum Tax (AMT) and how it works with Incentive Stock Options (ISOs) can

How do RSUs work

How Do RSU Work: The Beginner’s Guide (Start Here)

Hands down, I find myself answering more questions about RSU (restricted stock units) than any other type of stock option.

founders share tax

Founders Shares: Here’s How to Avoid a Huge Tax Bill

Founders share tax can be confusing, and tax mistakes are very expensive. This guide explains how to avoid a massive

cash acquisition tax implications

Tech Employees Guide to Cash Acquisition Tax Implications

So your company is being acquired in an all-cash deal, and now you’re wondering how to avoid a massive tax

fair market value vs. cost basis financial advice

Fair Market Value vs Cost Basis: What’s the Difference?

Fact: When you start investing, you’ll quickly discover there’s a lot of new terminology to learn (And it’s totally fine

double trigger rsu tax

Double Trigger RSU Tax: 5 Ways to Avoid a Scary Tax Bill

First of all, if you’ve got a double trigger RSU that are about to settle. Congratulations! You’re about to come

stock offset on paystub

Stock and RSU Offset on Pay Stub: What Does It Mean in 2024?

This is the second in a four-part series about your paystub – what the various deductions mean, why you need

Critical Money Lessons for Tech Employees

5 Critical Money Lessons for Tech Employees

Navigating the financial landscape as a tech employee, particularly when dealing with stock options and IPOs, can be daunting. Understanding