Joe Forish, CFA, CFP®

About Joe Forish, CFA, CFP®

I founded Fortrove Partners to help founders and employees with equity ownership relieve stress around financial planning decisions. Equity compensation is complicated, and I’ve read through all the proxies, options agreements, and RSU documents so you don’t have to.

How to E-File Your 83(b) Election: Step-by-Step Guide

The new way to file an 83(b) election!

Sep 8, 2025|Categories: Entrepreneurship, Financial Planning|

QSBS Questions

Answers to specific QSBS questions

Sep 1, 2025|Categories: Entrepreneurship, Financial Planning, QSBS|

QSBS Rules

We dive further into QSBS specifics.

Aug 18, 2025|Categories: Entrepreneurship, Financial Planning, QSBS|

QSBS – Qualified Small Business Stock

QSBS, a wonderful instrument, is explained.

Aug 11, 2025|Categories: Entrepreneurship, Financial Planning, QSBS|

Section 174 of the Tax Code

The changes in Section 174 of the Tax Code are important.

Aug 4, 2025|Categories: Entrepreneurship, Financial Planning|

Figma IPO

The Figma IPO is on the horizon!

Jul 28, 2025|Categories: Alternative Minimum Tax, Financial Planning, ISOs, NSOs, RSUs|

Tax Bill Questions

Some more questions answered about the new tax bill

Jul 21, 2025|Categories: Alternative Minimum Tax, Financial Planning|

Tax Bill Changes

Here are the highlights of the new tax bill.

Jul 14, 2025|Categories: Financial Planning|

Tax Strategies for High Earners with Equity Compensation

RSU vesting, stock option exercises, and equity income create unpredictable cash flow. Here's how tech employees can build a financial plan around irregular income that actually works.

Jun 23, 2025|Categories: Financial Planning|

Chime IPO Guide

The recent Chime IPO is a very exciting opportunity.

Jun 16, 2025|Categories: Financial Planning, ISOs, NSOs, RSUs|

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