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.

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.

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.

RSUs are a great form of equity compensation. Their biggest downside is that you owe taxes when they vest. This article teaches you several methods to avoid paying taxes on your RSUs after they vest.

Typically you owe taxes at two points with restricted stock units (RSUs). In this article we discuss the two primary moments you’ll owe tax on your RSUs.

Super Micro Computers (SMCI) has had one of the strongest performances over 5 years that any stock has seen. It’s left many employees wondering how they should be managing their RSUs. This article teaches you most of what you need to know.

You probably know when RSUs are taxed, but you might not be aware that you can accidentally pay taxes twice if you’re not careful.

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.

Going through the home buying process is stressful enough. If you have RSUs you’ll want to make sure you’re aware of what’s ahead before just going with any lender.

Owning a lot of one single stock is often said to be a big no-no. This article will help you break down how much single company stock is too much for you rather than simply giving a rule of thumb.

Selecting the right strategy for selling your RSUs will be an important decision. In this article we discuss the pros and cons of 5 common strategies for selling RSUs.

Finding advisors who understand ISOs, NSOs, and RSUs is difficult. This article arms you with questions you can ask advisors to make sure they actually know their stuff.

If you’ve moved states and hold RSUs you will want to learn the basics of how they’ll be taxed. This article goes over examples nd provides a framework to help you calculate the taxes you’ll owe.

If your company is about to IPO or just IPO-ed, you likely have some equity. To make the most of the equity you’ve received, read these 6 things you should do following the IPO.

Exchange funds when used properly can save investors hundreds of thousands of dollars. In this article we talk about when to use exchange funds and when not to.

Restricted stock units (RSUs) are the most common form of equity compensation companies give to their employees. This article will you the basics so you make the the most of your RSUs.

RSUs can be better than NSOs and NSOs can be better than RSUs. This article dives into the most common scenarios we see and when each one is best.

Asking for a raise is difficult. Asking for RSUs is a sneaky way to ask for raise, and it doesn't feel greedy. In this article we discuss how you can ask for additional equity at your company and will teach you what you need tp know to have the highest chance of success.

Properly using appreciated stock can have an impact on your retirement plan/FIRE plan, your charitable plans, and your plans to gift to others.

Reddit is going to IPO and you’ll want to learn more about how to effectively manage your RDD RSUs. This article breaks down all the basics you need to know.