Anthropic IPO Lockup Period: Build Your Plan Before the Announcement – Not After
The Anthropic IPO lockup period runs about 180 days. Your AMT bill falls due six weeks before it lifts.
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 November 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.
Anthropic IPO: The California Tax Guide Every Bay Area Employee Needs Before November
If you work at Anthropic and live in the Bay Area, the November 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.
The SpaceX Lock-Up Period: What to Do Before Your Shares Unlock
SpaceX is finally public. Your shares are right there on your brokerage screen. And you can't touch them yet. Make the most of the SpaceX lock-up period before it expires – so expiration day feels like a formality, not a fire drill.
Anthropic ISO Exercise Strategy: Should Employees Act Before the IPO?
If you're an Anthropic employee holding early-vintage ISOs, the window to exercise before the IPO is open right now – and it won't be this clean again. This guide provides the framework, the math, and the checklist you need.
How to Choose a Financial Advisor for SpaceX Equity in NYC
The SpaceX IPO created a wave of self-described equity specialists. Most of them aren't. This guide walks you through exactly what to look for – fiduciary status, fee-only compensation, real ISO/AMT fluency, and the New York tax expertise that most national advisors simply don't have – so you can tell the difference before it costs you.