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
It feels good when you’ve got different stock options, RSU, and ESPP to work with to grow your wealth. What doesn’t feel good is when you don’t know when to sell stock options, or what moves to make based on their different types. Like, should I sell RSU or ESPP first? When to sell stock […]
Stripe RSU: Here’s How the New Tender Offer Affects Your Money
The company’s new tender offer gives current and former employees who hold Stripe RSU a big, potential payday. It’s generally been a dry season for IPOs, with companies’ plans frozen and in limbo. Whenever we see a possible IPO, it somehow gets forestalled — the most recent of which is fintech Stripe. To understand the […]
Founders Shares: Here’s How to Avoid a Huge Tax Bill
Founders share tax can be confusing and tax mistakes are very expensive. Read ahead to learn how to avoid a huge tax bill if you are selling shares as a founder before an IPO. More than ever before, founders are taking their companies public with less equity in their companies than in the past. In […]
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 […]
Private company tender offer: What to do when your company announces one
Learn what employee tender offers are, whether you should sell, and how to handle the taxes. While the post-2021 IPO slump didn’t last forever, its ripple effects are present even today. The halt in IPOs led to an increase in valuable, private tech companies flushed with cash and interest from investors. Though the trend of […]