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.
A Tech Employee’s Guide to RSU Taxes in 2025
This guide to RSU taxes for tech employees simplifies everything from planning ahead and avoiding missed deadlines.
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 […]
Private Company Stock Options: Things to Know Now
In any private tech company, there are typically five types of stock options available: QSBS (qualified small business stock) LTCG (long-term capital gains) Shares Unexercised ISO (incentive stock options) Unexercised NQSO (non qualified stock options) RSU (restricted stock units) And if your eyes glazed over looking at that list, I don’t blame you. Only nerdy […]
When to Sell Stock Options: Learn Stock Option Type & Time to Sell
Having stock options, RSUs, or an ESPP as part of your compensation package can be a great way to build wealth. What’s not so great? When you don’t know when to sell stock options, or what moves to make based on their different types. You might be asking yourself: After all… taxes? (Some stock options […]
Stripe RSU: Here’s How the New Tender Offer Affects Your Money
Stripe’s latest tender offer could mean a major payday for current and former employees holding Stripe RSUs… a welcome change after a long drought of tech IPOs. It’s generally been a dry season for IPOs, with companies’ plans frozen and in limbo. One of the most anticipated IPOs, Stripe’s, has once again been postponed, but […]
Founders Shares: Here’s How to Avoid a Huge Tax Bill
Founders share tax can be confusing, and tax mistakes are very expensive. This guide explains how to avoid a massive tax bill if you’re a founder selling shares before your company’s IPO. More founders are taking their companies public while owning smaller stakes than in the past. In recent IPOs, founders held an average of […]
5 Critical Money Lessons for Tech Employees
Navigating the financial landscape as a tech employee, particularly when dealing with stock options and IPOs, can be daunting. Understanding and strategically managing these assets can significantly impact your financial well-being. Here are five essential money lessons I got to share in this conversation with Christopher Nelson on Tech Equity and Money Talk that can […]
Cost Basis and RSU: THE Easy-to-Understand Tech Employee’s Guide
When you’ve got stock in a company, it’s normally a really, really good thing. Especially RSUs (or restricted stock units). They’re stock you get just by working in a company…. Ones you don’t even have to pay for. And any time those RSU shares “vest”—meaning the company hands ownership of them over to you—you become […]