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Equity, in plain English.

Timely, specific writing on the decisions that shape a technologist’s equity — IPOs, acquisitions, taxes, and the moves that actually move the needle.

  • What Happens to Stock Options When a Company Is Acquired?

    June 1, 2026

    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.

    Alternative Minimum Tax, Entrepreneurship, Financial Planning, ISOs, NSOs
    Read More
  • UiPath RSU Reality Check

    May 31, 2026

    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.

    Financial Planning, RSUs
    Read More
  • What Happens to Your Stock Options When You Leave a Company?

    May 25, 2026

    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.

    Alternative Minimum Tax, Entrepreneurship, Financial Planning, ISOs, NSOs
    Read More
  • 10b5-1 Trading Plans: How to Finally Sell Your Company Stock Without the Stress

    May 18, 2026

    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.

    Financial Planning, ISOs, NSOs, RSAs, RSUs
    Read More
  • Concentrated Stock Position Strategies: 7 Ways to Diversify Without a Massive Tax Bill

    May 11, 2026

    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.

    Entrepreneurship, Financial Planning
    Read More
  • ESPP Playbook: Tech Employee’s Complete Guide to Discounts, Lookbacks & Taxes

    May 4, 2026

    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.

    ESPPs, Financial Planning
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  • Qualified Small Business Stock (QSBS) & Section 1202: Complete Guide to the Updated Rules (One Big Beautiful Bill Act)

    April 27, 2026

    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.

    Entrepreneurship, Financial Planning, QSBS
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  • Equity Compensation Financial Advisor in NYC

    April 20, 2026

    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.

    83(b) Election, Alternative Minimum Tax, Entrepreneurship, ESPPs, Financial Planning, ISOs, NSOs, QSBS, RSAs, RSUs
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  • How to Invest in the SpaceX IPO (Without Stressing Over an Allocation)

    April 6, 2026

    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.

    Entrepreneurship, Financial Planning
    Read More
  • SpaceX IPO 2026: What Every SpaceX Employee Should do Right Now

    March 30, 2026

    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.

    Financial Planning
    Read More
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