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 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 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 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,...
April 6, 2025 How Can I Minimize Taxes on My RSUs and Stock Options? Sitting on a pile of vested RSUs or stock options? Great—unless you're also sitting on a massive,...
September 10, 2024 Understanding S Corporation Deductions: A Comprehensive Guide Navigating the realm of S Corporation deductions can sometimes feel like a complex puzzle. Let's...
September 10, 2024 Understanding RSUs: Taxation, Vesting, and Financial Strategies Restricted Stock Units (RSUs) hold a unique place in the intricate tapestry of employee...