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  • What We Do
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    • Wealth Management
    • Tax Strategy
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    • Equity Compensation
    • RSUs Taxation
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    • Non Qualified Stock Options
    • QSBS 101 Guide
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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
    • QSBS 101 Guide
  • Success Stories
  • Meet The Team
  • Blogs & Videos
    • Our Blog
    • Videos
  • Tools
    • Financial Independence Calculator
    • RSU Tax Withholding Calculator
    • AMT Calculator
    • The Million Dollar Mistake
Book a Call

Category: Stock Options

Databricks Tender Offer 2026: Should You Participate?

Databricks Tender Offer

Databricks Tender Offer 2026 guide for employees. Learn whether to participate, how many shares to sell, tax implications, and what to consider before the March deadline.

Deferred Compensation vs Roth IRA vs 401(k)

deferred compensation, a Roth IRA, or 401k

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.

Using Charitable Giving to Offset RSU or Stock Option Gains

Charitable Giving to Offset RSU

How charitable giving of appreciated stock can help offset RSU or option taxes, and the real tradeoffs tech employees should know.

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.

Deferring Income to Next Year With RSU and Option Timing

Deferring Income to Next Year

Understand how RSU and stock option timing shapes your tax year, and learn when shifting equity income into next year can reduce your overall tax burden.

What Happens to Your Stock Options if Your Company Gets Acquired?

Stock Options when Company Gets Acquired

Mergers and acquisitions move fast. Understand what happens to your stock options when company gets acquired from the experts of KB Financial Advisors.

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.

How Much Stock Should Founders Keep?

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.

From Founder Shares to RSUs: A Founder’s Guide to Equity Compensation

Equity Compensation

Explore how equity compensation evolves from founder shares to stock options and RSUs, and learn strategies to maximize your wealth.

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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
  • Equity Compensation
  • RSUs Taxation
  • Incentive Stock Options
  • Non Qualified Stock Options
Who We Work With
  • Owners & Founders
  • Tech Professionals
  • Couples & Families
  • Owners & Founders
  • Tech Professionals
  • Couples & Families
Company
  • Meet The Team
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  • Meet The Team
  • Our Blog
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