July 31, 2025 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...
July 29, 2025 How SAFE Agreements Work—and Why You Shouldn’t Sign One Blind Startups are a high-risk, high-reward arena. As a seasoned financial advisor with decades of...
July 25, 2025 RSUs and Taxes: What High-Income Earners Should Do Before Vesting Introduction: RSUs Aren't Compensation—They're a Tax Event You Didn't Choose If you receive...
July 24, 2025 Exchange Funds vs 351 ETFs: The Millionaire's Guide to Tax-Free Diversification You're sitting on a stock that changed your life. Maybe it was your startup equity, or a lucky...
July 23, 2025 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...
July 17, 2025 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...
July 14, 2025 Don't Trust Your 1099-B: How to Report RSU Sales Correctly on Your Tax Return Understand IRS Forms 1099-B and 8949 Before You File When your RSUs vest and turn into...
July 8, 2025 ISOs and the New AMT Cliff: What the 2025 Tax Bill Means for You When Congress passed the One Big Beautiful Bill in July 2025, headlines focused on splashy...
July 7, 2025 Avoiding Capital Gains on Concentrated Stock: Use a Charitable Remainder Trust If you've worked at a tech company, university, or research institution for several years,...
July 4, 2025 Stripe Equity Just Vested? Here’s What to Do Next Your Stripe Equity Just Vested—Now What? Stripe, the global payments giant valued at over $65...
June 25, 2025 The RSU Tax Trap: How States You Left Years Ago Can Still Take a Cut When it comes to restricted stock units (RSUs), most professionals understand the basics:...
June 24, 2025 Unlocking Your ESPP: How to Turn Company Stock Into Cash For many employees at public companies, one of the most overlooked opportunities to build...
