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.

Non-Qualified Stock Options (NSOs) and Taxes: What You Need to Know

Taxes on NSOs are tricky.

Oct 13, 2025|Categories: Financial Planning, NSOs|

RSUs and Taxes

Taxes on RSUs are complicated.

Oct 5, 2025|Categories: Financial Planning, RSUs|

Three Ways to Get Rich

In celebration of the 200th blog post, here are three ways to get rich!

Sep 29, 2025|Categories: Financial Planning|

What’s Happening to the Market?

The stock market has had ups and downs. Where will it go?

Sep 22, 2025|Categories: Financial Planning|

Recent IPOs

There have been some recent IPOs and more are on the way.

Sep 15, 2025|Categories: Financial Planning|

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: 83(b) Election, 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|

Qualified Small Business Stock – QSBS

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|

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