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...
June 20, 2025 Databricks Equity Compensation: A Pre-IPO Playbook for Employees Databricks has quickly become one of Silicon Valley’s most valuable private companies, with a...
June 19, 2025 ISO AMT: What Happens to That $30K You Paid in Tax? If you’ve exercised Incentive Stock Options (ISOs) and paid a hefty Alternative Minimum Tax...
June 15, 2025 Looking for a Financial Advisor in Atlanta? Here’s How to Choose the Right One If you’ve recently typed “financial advisor near me” or “financial advisor in Atlanta” into Google,...
