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.
How to Calculate Your Financial Independence Number
Know what is your financial independence number and how it can guide your planning for the future.
How Much AMT Do You Owe? Our 2025 AMT Calculator Can Help You Figure It Out
Learn AMT basics with this guide and simplify planning using our free AMT calculator.
Do You Need a CPA for Stock Option Taxes?
This quick guide breaks down stock option taxes and shows how a CPA can help you stay organized and maximize your benefits.
Why TurboTax Doesn’t Work for Tech Professionals
Is TurboTax for tech professionals the right choice? Optimize your taxes and keep your finances on track!
Why Tech Professionals Face RSU Tax Underwithholding Issues (and How to Fix It)
Struggling how to fix RSU tax underwithholding issues? Learn how to fix it and avoid future headaches with this guide!
Employee Stock Options Explained: How to Avoid 3 Killer Mistakes
Employee stocks options is a long, complex topic that we simplify by helping you avoid the three killer mistakes. You know them well: Surprise huge tax bills Over concentration in single tech stocks Too much cash sitting around not invested Together they will leave your employee stock option and RSU plan bloodied and bruised. We […]