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Insights

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

Databricks Equity Compensation: A Pre-IPO Playbook for Employees
RSU, Taxes, Equity Compensation, Pre-IPO Planning

Databricks Equity Compensation: A Pre-IPO Playbook for Employees

Databricks has quickly become one of Silicon Valley’s most valuable private companies, with a valuation exceeding $43 billion as of 2024. With the booming demand for AI infrastructure and lakehouse...

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Databricks logo over financial charts, symbolizing pre-IPO equity planning for employees
RSU, Taxes, Equity Compensation, Pre-IPO Planning

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
Taxes, Equity Compensation, Video

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
Estate Planning, Taxes, Equity Compensation, Atlanta

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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White glove financial planning and tax filing services operating out of Decatur, GA.
Serving clients in Atlanta, Buckhead, Morningside, surrounding metro areas & virtually around the world.

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