SpaceX Equity and New York Taxes: What NYC-Area Employees Need to Know
If you hold SpaceX equity and live in the New York City area, the IPO is a New York tax event, not just a federal one. And New York, bless its ambitious fiscal heart, never met a capital gain it wanted to leave alone. You need to know this before the window opens.
OpenAI IPO Equity: What Every OpenAI Employee Needs to Know
You spent years helping build the most valuable AI company in the world. The IPO is filed, the clock is running, and the decisions you make in the next few months will determine how much of that wealth you actually keep. This is the plain-English conversation your calendar keeps postponing.
Mega backdoor Roth IRA: the ultimate guide for tech employees (who are tired of paying the IRS)
You've maxed your 401(k), the Roth IRA door is slammed shut (thanks, income limits), and the IRS seems very pleased with itself. But the mega backdoor Roth IRA offers a surprisingly powerful workaround – one that can unlock tens of thousands of dollars in additional tax-free retirement savings each year, if your employer's plan allows it.
The Filing That Changes Everything: Your Anthropic IPO Employee Equity Survival Guide
The S-1 is in. The banks are circling. October is closer than you think. If you're an Anthropic employee sitting on equity, this isn't a drill – and this is the guide your financial future deserves (no billable hours required).
What Happens to Stock Options When a Company Is Acquired?
When the all-hands invite arrives with no subject line and the entire company is on it, your mind goes straight to one place: your equity. This complete guide breaks down exactly what happens to stock options when a company is acquired – cash payouts, equity conversion, acceleration clauses, and what the IRS is circling on your calendar.
UiPath RSU Reality Check
You believed in the mission, accumulated UiPath RSUs, and watched PATH touch $85. Now it's $12. Before you convince yourself it's "just temporary," here's what every UiPath employee actually needs to know – with a side of dark humor, because sometimes that's all you've got.
What Happens to Your Stock Options When You Leave a Company?
You're leaving. Congrats! But before you delete Slack and order the celebratory tacos, we need to have a very important conversation about your stock options – because a 90-day clock just started, and it doesn't care how busy you are.
10b5-1 Trading Plans: How to Finally Sell Your Company Stock Without the Stress
You can see your wealth. You just can't reach it. A 10b5-1 trading plan changes that – here's how corporate insiders use pre-arranged trading plans to sell company stock legally, automatically, and on their own terms.
Concentrated Stock Position Strategies: 7 Ways to Diversify Without a Massive Tax Bill
You worked years to build wealth through RSUs, stock options, or an IPO. Now most of that wealth sits in a single stock. This guide walks through 7 tax-smart strategies to reduce your concentrated stock position – without triggering a tax bill that wipes out the gains.
ESPP Playbook: Tech Employee’s Complete Guide to Discounts, Lookbacks & Taxes
Your ESPP is offering you a 40%+ annualized return before the stock moves a dollar. The lookback provision. The qualifying disposition ladder. The cost basis adjustment that prevents double taxation. Here's the full playbook – written for the tech employee who's done waiting to figure this out.