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.
Qualified Small Business Stock (QSBS) & Section 1202: Complete Guide to the Updated Rules (One Big Beautiful Bill Act)
Most founders don't know it exists until it's too late. Section 1202 of the U.S. Tax Code lets qualifying shareholders exclude up to $15 million in capital gains from federal taxation – zero capital gains tax, zero NIIT, no AMT impact. This guide covers everything: who qualifies, what the One Big Beautiful Bill Act changed, and how families are using stacking strategies to shield tens of millions across generations.
Equity Compensation Financial Advisor in NYC
If you're a tech employee or founder in New York City sitting on stock options or RSUs and feeling uncertain about the right moves – you're not alone. Equity compensation is genuinely complicated, and the stakes are high. Fortrove Partners exists to give you the clarity and guidance you deserve.
How to Invest in the SpaceX IPO (Without Stressing Over an Allocation)
The call never comes for most of us. By the time retail investors can buy a hot IPO, the price already reflects all the excitement. The SpaceX IPO will be no different — but two public stocks can get you in before the window opens.
SpaceX IPO 2026: What Every SpaceX Employee Should do Right Now
The SpaceX IPO in 2026 could be the largest liquidity event of your career. If you hold RSUs, ISOs, or NSOs, here's exactly what to do before the IPO window opens – and why waiting could cost you everything.
Micron Stock Soars: What Investors Should do When a Stock Triples
Most investing advice tells you how to find winners. Almost none of it tells you what to do when you actually have one. Here's a clear-eyed look at your options after Micron's 3× run.
Covered Calls for Tech Employees with Concentrated Stock
Tech employees accumulate large stock positions through RSUs, ESPPs, and options — and selling feels hard. A covered call strategy lets you generate monthly income from shares you already own, reduce a concentrated position gradually, and create a partial buffer against price declines without making a rushed decision to sell.
NIIT Overview
The hidden tax on top of capital gains.
Tax Avoidance for a Lower Tax Bill
There are many measures you can take to avoid taxes.
There is an Ideal Net Worth for Everyone
There is a proper amount of money for each person - it's true!