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

woman planning around trading window

How to Plan Around Trading Windows

Going to jail for insider trading is no good. Thankfully, though, there are ways you can legally buy and sell

supplemental pay

What is Supplemental Pay?: Bonus, RSU, NQ Withholding

In the tech world, it happens all the time: Employees get supplemental pay beyond their base income. They file their

tender offer tax treatment

Tender Offer Tax Treatment: 5 Keys to Tax and Investing Cash After

We’ve been helping tech employees navigate tender offer tax treatment since 2017… and over the years, these tender offers have

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