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Insights

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

Cerebras IPO: What Employees Must Know About Equity Before Going Public
April 23, 2026

Cerebras IPO: What Employees Must Know About Equity Before Going Public

Cerebras employees should review their equity, tax exposure, lock-up restrictions, and diversification strategy before the IPO so they can make more informed decisions when liquidity arrives.

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  • Taxes
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RSU State Tax Trap showing preview image of video explaining this tax strategy
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:...

Illustration of employee stock purchase plan concept with dollar icons, company building, and upward trending chart.
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...

Databricks logo over financial charts, symbolizing pre-IPO equity planning for employees
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...

Recovering AMT credit from ISO exercise using IRS Forms 6251 and 8801
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...

Atlanta skyline with text overlay: Choosing a Financial Advisor in Atlanta
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,...

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VIP Wealth Advisors is a U.S. Securities and Exchange Commission (SEC) registered investment adviser providing fiduciary, fee-only financial planning and investment management to high-net-worth individuals and families nationwide. Information on this site is for educational purposes only and should not be construed as investment, tax, or legal advice. Past performance is not indicative of future results.

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