You may have heard horror stories of ISO holders being surprised by AMT at tax time. This article breaks down the main strategies for how to avoid paying AMT on your ISOs.

Paying interest on a debt can create a question as to whether or not you can get a tax benefit for the interest paid. In this article, we’ll go over common uses of loan proceeds and the tax implications of the related interest payments.

Basic estate planning is crucial for those that wish to have a say in the distribution of their assets when they are gone. This is important for most people including those that may be single or currently without children.

California’s estimated tax rules can catch people off guard. California's unique quarterly payment schedule and funky safe harbor rules cause people to pay penalties that could easily be avoided. This article breaks down how to avoid underpayment penalties in CA.

A Charitable Remainder Trust (CRT) lets you diversify out of a concentrated stock position without recognizing the entire gain in one year while also generating income and supporting a charity you care about.

Being able to properly managing your RSUs at NVDA is a skill you’ll want to develop if you want to make the most of your NVDA RSUs. This article teaches you everything you need to know to do a good job.

Double-trigger RSUs are the equity compensation of choice for companies that haven’t gone public. This article simply describes double-trigger RSUs and provides some ideas on how to manage them properly.

Calculating taxes on your RSUs doesn’t need to be difficult. This article provides you with a free RSU tax calculator you can use or download for yourself.

Stripe tender offers come with a short window and a lot of complexity. Learn how to organize your equity in Shareworks, understand the tax implications of selling RSUs, and make smart decisions about how much Stripe stock to sell at the next tender offer

RSU values become real after they vest. Deciding whether to sell, hold, or diversify can have a major impact on your finances. This article walks through what to do with RSUs after they vest.

Restricted stock units have their own unique vocabulary. To make the most of your restricted stock units, you’ll need to first have a basic understanding of all the relevant terms.

Few people understand the correct math behind calculating tax consequences on ESPP Qualifying and Disqualifying dispositions. We decided to do a write-up and include 10 different images to help you understand.

Avoiding tax headaches is getting easier and easier as more companies are allowing employees to choose the rate at which they withhold. This article teaches what you should select.

Lock-up at Figma is over and it’s finally time to build a sales priority. This article dives into the details of how to think about building a sales priority for yourself.

Roth IRAs offer tax-free growth that can outpace other investment accounts by hundreds of thousands of dollars. This article teaches you how to invest your Roth IRA money.

Most financial decisions come with some sort of tax consequence. After working with hundreds of people in tech, this article breaks down the tax strategy mistakes we see most often.

The RSU Offset line item is easily misunderstood. This article defines what it is and how it’s often different at different tech companies.

If you’re a high earner receiving Nvidia RSUs in California, choosing the right tax withholding rate can help you avoid painful underpayment penalties. This article breaks down how NVDA’s custom RSU withholding election works, why it matters, and how to decide what’s right for you.

With Chime’s IPO coming up, RSU holders need to decide how much they would like to have withheld from their RSUs. 22% of 37%.

Wash sale rules and RSUs are quite the combo. If you’ve received RSUs long enough, you’ve probably accidentally tripped the rules. This article explains wash sale rules simply so you can better manage your RSUs.