Selling Stock Before Year-End vs. Waiting Until January
Learn how year-end timing impacts your tax bill, long-term gains, and overall equity strategy, plus what tech professionals should consider before making a move.
What to Do in the Year Before You Plan to Leave Your Tech Job
Thinking what to do before leaving your tech job? Learn how to handle your RSUs, stock options, taxes, and benefits the smart way before you make the move.
Year-End Equity Tax Checklist for Tech Professionals
Make smart year-end tax moves before new 2026 rules hit. Our equity tax checklist helps tech professionals lower taxes, optimize stock options, and plan ahead.
What Happens to Your RSUs and Options if You’re Laid Off?
Got laid off from your tech job? Learn what happens to your RSUs and stock options after layoff and practical steps to protect your equity and avoid losing value.
How Much Cash Should You Keep After Selling Your Company?
Wondering how much cash to keep after selling your company? Here’s how to find balance, invest wisely, and plan your next chapter.
How to Split Equity Among Co-Founders
Discover the right way to split equity among co-founders to keep things fair, transparent, and built for long-term success.
From Founder Shares to RSUs: A Founder’s Guide to Equity Compensation
Explore how equity compensation evolves from founder shares to stock options and RSUs, and learn strategies to maximize your wealth.
How Does QSBS Work? (2025 Edition)
Understand how does QSBS work and how your business can qualify. Discover the powerful tax benefits it can offer for your planning strategy.
The 5 Best Financial Advisors for Tech Employees, Founders & Equity-Holders
See the 5 best financial advisors for tech professionals to see if they’re a match for your business.