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RSU Supplemental Withholding 101
In this post, learn about RSU supplemental withholding, the tax implications both federally and in Califonia, and four things you can do to avoid a surprise bill.
10 Covered Call Terms You Should Know
Call options can be a valuable tool for generating additional income and reducing concentrated stock positions at specific selling points.
In this post, we share 10 essential Covered Call terms to help you navigate this space.
Rethinking Diversification: A Nuanced Approach to Concentrated Stock Positions
In this post, we break down the trade-offs of diversification as a strategy, how to evaluate the risks of concentrated stock positions and scenarios of when it is best to diversify or hold on to your stock.
10 Tips on How to Combine Finances as a Couple
This post dives into 10 tips on how to combine finances as a couple.
Strategic Selling of Equities (Pre-IPO): Navigating Real-Life Scenarios
This guide provides a straightforward approach to determining the most tax-efficient order for selling various types of equities, from stock options to long-term investments, if the company is not public yet.
Tax Brackets Explained: Marginal vs. Effective Rates
In this post, we’ll explain how marginal brackets work—using the bucket analogy—and address common misconceptions about supplemental income, bonuses, and tax brackets.
Car Purchasing 101: Pros and Cons of Leasing vs Financing
Deciding between leasing or financing a car? In this post, learn the pros, cons, and factors to consider for making the best decision for your budget and driving needs.
ISO vs. NSO: A Strategic Approach for Tech Employees
In this post, we will explain the key differences between ISOs and NSOs, including their tax implications and 5 tips on how to maximize the benefits.
9 Steps for Buying a Primary Residence
In this post, we will cover 9 steps for buying your first primary residence, from budgeting and financing to evaluating properties and making an offer.
8 Disadvantages of Probate
In this post, we dive into eight disadvantages of probate that should make you consider alternative options for passing on your assets.
Tax Treatment of Restricted Stock: Explained
In this post, learn about the tax treatment of restricted stock to maximize your benefits and avoiding unexpected tax liabilities.
Mega Backdoor Roth Guide
In this post, we’ll dive into what the Mega Backdoor Roth is, how it works, what to consider before investing, potential tax benefits, and the next steps you should take if you are interested in investing.
Adjustable-Rate Mortgages (ARMs) vs. Fixed-Rate Mortgages
What’s the difference between an Adjustable-Rate Mortgage and a Fixed-Rate Mortgage? Let’s dive into it!
Guide to Gifting Rules for Parents
In this post, we will summarize what qualifies as a gift, strategies for maximizing your gift’s impact, and key considerations when assisting your children financially at different points of their lives.
Real Estate Commission Rules Update: Guide for Sellers and Buyers
In this article, we’ll explain what the changes to the new real estate commission rules mean, how they affect the buying and selling process, and what buyers and sellers should be prepared for in this new landscape.
Understanding Your Auto and Home Insurance Rates
In this post, we’ll focus on auto and home insurance rates and the factors that affect your insurance premiums. We’ll also discuss some general recommendations for managing these costs.
5 Tips for Managing Underwater RSUs
The reality of vested shares can be complex and sometimes disappointing, especially if the stock price has fallen since the IPO. If you find yourself in this situation, here are 5 strategies for managing your underwater RSUs effectively.
12 Strategies if You’re Above the Estate Tax Exemption
For families whose estates exceed the lifetime estate tax exemption, here are 12 strategies to consider for minimizing estate tax costs.
8 Things to Know About Trading Windows for Employees in Tech
Understanding trading windows and the rules surrounding them is crucial to making informed decisions about when to buy or sell company stock.
In this post, we share 8 key things to know about trading windows for employees in tech.