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  • What We Do
    • Financial Planning
    • Wealth Management
    • Tax Strategy
  • Equity Comp
    • Equity Compensation
    • RSUs Taxation
    • Incentive Stock Options
    • Non Qualified Stock Options
    • Qualified Small Business Stock (QSBS)
    • IPO
  • Success Stories
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Category: Financial Planning

SpaceX: Are you ready for the IPO?

spacex 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

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.

5 Reasons Your Deferred Compensation Plan is a Bad Idea

Deferred Compensation

Thinking about a deferred compensation plan? Before you defer income, here are some risks around liquidity, taxes, and employer stability that tech professionals should understand.

5 Reasons Your Deferred Compensation Plan is a Good Idea

Deferred Compensation Plan is a good idea

Thinking about a deferred compensation plan? Before you defer income, here are some risks around liquidity, taxes, and employer stability that tech professionals should understand.

Is 2026 Finally the Year Tech IPOs Come Back? What Employees Should Know

Tech IPOs showed real momentum in 2025. Here’s what employees should know about the 2026 IPO outlook and how it may impact equity, taxes, and liquidity.

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

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

Year-End Equity Tax Checklist

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?

rsu stock options after layoff

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.

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KB Financial Advisors

595 Market Street
10th Floor
San Francisco, CA 94105

What We Do
  • Financial Planning
  • Wealth Management
  • Tax Strategy
  • Financial Planning
  • Wealth Management
  • Tax Strategy
Equity Comp
  • Equity Compensation
  • RSUs Taxation
  • Incentive Stock Options
  • Non Qualified Stock Options
  • Qualified Small Business Stock (QSBS)
  • IPO
  • Equity Compensation
  • RSUs Taxation
  • Incentive Stock Options
  • Non Qualified Stock Options
  • Qualified Small Business Stock (QSBS)
  • IPO
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KB Financial Advisors is an SEC-registered investment adviser. View our SEC adviser disclosure (CRD 134374).

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