December 2, 2025 Carried Interest Explained: How Private Equity Carry Really Works {% module_block module "widget_7395ea59-26ff-4772-9a15-6594770dfd37" %}{% module_attribute...
November 25, 2025 83(b) Elections: A High-Stakes Tax Move for Founders When you join an early-stage company or negotiate a founder-level equity package, there’s...
November 17, 2025 2026 Retirement Plan Limits: New Opportunities for High Earners The IRS just released Notice 2025-67 and IR-2025-111, announcing new cost-of-living...
November 5, 2025 Netflix Stock Split 2025: What the 10-for-1 Move Really Means for Investors and Employees Netflix Just Made Its Stock 10x More Affordable. But Did It Change Anything? On October...
October 8, 2025 What Are Performance Share Units (PSUs)? A Complete Guide for Executives and Tech Leaders Quick summary PSUs only pay if performance goals are met over a multi-year period...
October 7, 2025 QSBS 2.0 Explained: How OBBBA 2025 Rewired Section 1202 for Founders & Investors Quick summary 3-4-5 holding periods: 3 yrs = 50%, 4 yrs = 75%, 5+ yrs = 100% (subject to...
September 30, 2025 Inside the Gemini IPO: How Initial Public Offerings Work and What Investors Should Know On a warm Friday morning, September 12th, 2025, in New York, the name GEMI appeared on the...
September 29, 2025 Stock Option Exercise Strategies: Maximize Wealth and Minimize Taxes Employee stock options are among the most powerful wealth-building tools available to...
September 24, 2025 What a 409A Valuation Means for Your Stock Options Equity compensation is one of the most powerful wealth-building tools for employees at...
September 23, 2025 Pattern IPO: What Employees Need to Know About Their Equity Compensation (Updated Post-IPO) Pattern Group (NASDAQ: PTRN) is now a public company. On September 19, 2025, Pattern made...
September 19, 2025 StubHub IPO Guide: What Employees Must Know About RSUs, Stock Options, and Taxes The StubHub IPO has officially arrived, marking a significant milestone for the online...
