How to Plan for Your Lockup Expiration After an IPO
What should you do when your IPO lockup expires? Understand taxes, selling strategies, and how to manage RSUs and stock options.
3 Financial Advisors Who Handle Pre-IPO Planning
Explore three financial advisors who specialize in pre-IPO planning, including KB Financial Advisors, Brooklyn FI, and Flow Financial Planning.
If You Work at OpenAI or Anthropic, Here’s What to Think About Before IPO
If you work at OpenAI or Anthropic, learn what to consider before an IPO. Understand RSUs, stock options, taxes, lockups, and how to plan for a liquidity event.
My Company Is Going Public. What Should I Do With My Stock?
Learn what happens to your stock options and RSUs when your company goes public. Understand lockups, taxes, and key decisions tech employees face before and after an IPO.
My Portfolio Did Too Well. Now What? How Founders Manage Large Unrealized Capital Gains
Founder equity grew faster than expected? Learn how tech founders manage large unrealized capital gains, balance taxes, liquidity, and concentration risk.
Is Deferring Capital Gains Quietly Increasing Your Portfolio Risk?
Deferring capital gains may feel tax efficient, but it can increase concentration risk for tech professionals with RSUs and stock options. Learn how to evaluate the real tradeoffs.
Databricks Tender Offer 2026: Calculating Your After-Tax Cash
Databricks Tender Offer 2026 tax guide: learn how RSU shares are taxed, how to calculate capital gains by lot, and how much cash you’ll keep after tax.
SpaceX: Are you ready for the IPO?
The SpaceX IPO conversation is heating up following its xAI acquisition and reports of a 2026 public listing.
Maximizing QSBS Exclusions in Community Property States
Not sure whether deferred compensation, a Roth IRA, or 401k makes sense for you? Learn how tech professionals use each to manage taxes and income.