How to Choose an OpenAI Equity Advisor
The OpenAI IPO created overnight equity experts. This guide gives OpenAI employees the exact questions to vet any financial advisor before handing over the most consequential financial decision of their career.
Anthropic QSBS: Who Actually Qualifies Under Section 1202 (And the California Trap Most Employees Miss)
IRC Section 1202 can exclude up to $15 million in capital gains from federal taxes – but for Anthropic employees, QSBS eligibility is far narrower than most people realize, and California won't recognize it regardless. This guide explains who actually qualifies, what disqualifies most employees, and what to do before the IPO closes the planning window.
Anthropic IPO Lockup Period: Build Your Plan Before the Announcement – Not After
If you're an Anthropic employee eyeing the IPO runway, the 180-day lockup period probably feels like a problem for future-you. Unfortunately, future-you is going to be very busy – and very stressed – unless present-you builds a plan right now. This guide gives you exactly that plan
Diversify Your SpaceX Stock Position Tax-Efficiently
After the SpaceX IPO, many employees wake up with most of their net worth tied to a single stock. That concentration built the wealth, and it's also the single biggest risk to keeping it. This guide explains how much to diversify, how fast to move, and the specific tax-efficient strategies that help SpaceX employees protect what they've earned.
Kalshi Equity and Legal Risk: How to Protect Your Shares Now
Kalshi's $22 billion valuation represents a genuine opportunity for employees with equity. A four-state legal battle – with New York leading the charge – has made the timing of that opportunity uncertain. Here's what to do before the next window opens.
How to Choose a Financial Advisor for Your Anthropic Equity in the Bay Area
You've worked hard for your Anthropic equity. Now comes the part most people don't warn you about – finding a financial advisor who actually knows what to do with it. Most don't. Here's how to find the one who does, and why waiting until September is already too late.
How to Sell SpaceX Shares After the IPO: Tax Strategy Guide
Most people focus on when to sell their SpaceX stock. The smarter question is which shares to sell first – because that single decision often determines more than timing ever will.
OpenAI IPO California Taxes: What Every Bay Area Employee Needs to Know
If you work at OpenAI and live in the Bay Area, your IPO payday comes with a California tax bill that most employees underestimate by six figures. Here's what to do about it – before vest day, not after.
OpenAI IPO Timeline and Valuation Tracker: Latest News for Employees
The OpenAI IPO timeline has shifted – again. This tracker covers the confirmed $852 billion valuation, S-1 filing status, the reported 2027 delay, and what OpenAI employees should actually do about their equity right now.
Anthropic IPO: The California Tax Guide Every Bay Area Employee Needs Before October
If you work at Anthropic and live in the Bay Area, the October IPO isn't just a federal tax event. California's treatment of tech IPO income is among the most aggressive in the country – and several moves that work at the federal level either don't work here or actively backfire.