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.
How to Invest After Selling Your Business (Founder’s 2026 Guide)
A founder’s 2026 guide to investing after a business sale. Learn post exit tax planning, goal setting, diversification and how to build lasting wealth.
80 Years of Wisdom: Reflections from Our Own Jim Brightman, CPA
Join us as we celebrate the remarkable Jim Brightman, our longtime tax sage and beloved team legend, on his 80th birthday.
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.
Tax Moves for Founders 12 Months Before Selling A Startup
Follow this founder’s timeline to selling a startup so you can organize your taxes, protect profits and set yourself up for a successful exit.
The Founder’s Timeline for Liquidity Planning
Learn the key steps in liquidity planning for founders and make sure your hard work turns into lasting wealth.
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.
How Much Stock Should Founders Keep?
Explore how equity compensation evolves from founder shares to stock options and RSUs, and learn strategies to maximize your wealth.
The Founder’s Guide to Filing an 83(b) Election
Find out how receiving and filing your founder shares can save you taxes with this guide to 83b election.