Deferring Income to Next Year With RSU and Option Timing
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.
Year-End Equity Tax Checklist for Tech Professionals
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.
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 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.
Gifting QSBS Stock: What To Do and Not To Do
Here’s a guide for gifting QSBS stock so you are aware of the basic do’s and don’ts and it doesn’t end up becoming a huge liability to you.
How The New Tax Bill Affects Tech Professionals
Read the effect of the new tax bill for founders and tech professionals, what it means and how to turn it into an advantage for your business.
Is QSBS Worth It?
Is QSBS worth it for your business? Discover how much you could save and the key changes that might impact your strategy.
Qualified Small Business Stock in California: What You Need to Know in 2025
Understand how qualified small business stock in California is taxed and what you can do about it.
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.