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.
Deferred Compensation vs Roth IRA vs 401(k)
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.
Your First 90 Days of 2026: Equity Moves That Pay Off All Year
Plan your equity strategy for 2026 with confidence. Learn what tech professionals should do in the first 90 days to optimize RSUs, stock options, taxes, and diversification.
5 Reasons Your Deferred Compensation Plan is a Bad 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.
5 Reasons Your 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.
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.
What Is a Cashless Exercise? (With Example)
Find out if you can use a cashless exercise for your stock options. Understand how it works better with our example in this guide.
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.