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Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

ISOs Explained: Qualified vs. Disqualifying Sales, with Real Numbers
Taxes, Equity Compensation, Incentive Stock Options, AMT

ISOs Explained: Qualified vs. Disqualifying Sales, with Real Numbers

Incentive Stock Options (ISOs) can be one of the most powerful wealth-building tools in the equity compensation toolkit; however, they come with complex tax consequences, particularly when it...

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  • Incentive Stock Options

Digital illustration of ISO tax forms, AMT charts, and timeline icons representing qualified and disqualifying stock option sales.
Taxes, Equity Compensation, Incentive Stock Options, AMT

ISOs Explained: Qualified vs. Disqualifying Sales, with Real Numbers

Incentive Stock Options (ISOs) can be one of the most powerful wealth-building tools in the...

Digital illustration showing IPO stock chart, RSU tax documents, and equity compensation planning checklist
RSU, Equity Compensation, Pre-IPO Planning, Incentive Stock Options, AMT, QSBS

Figma IPO: How to Prepare for the Biggest Financial Event of Your Career

If you work at Figma and hold equity, the upcoming IPO isn’t just company news; it’s a...

Illustration of Chime IPO stock chart, RSU tax forms, and a checklist for equity compensation planning
RSU, Equity Compensation, Incentive Stock Options, AMT, QSBS, Post-IPO Tax Strategy

Chime Equity Compensation: What to Do Now That CHYM Is Public

🚀 Chime Just Made Its Nasdaq Debut – What That Means for You

On June 12, 2025, Chime hit...

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White glove financial planning and tax filing services operating out of Decatur, GA.
Serving clients in Atlanta, Buckhead, Morningside, surrounding metro areas & virtually around the world.

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