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Alternative Minimum Tax 101
In this post, we’ll explain what the Alternative Minimum Tax is, who it affects, and how you can plan for it more effectively.
Top 10 Mistakes on Tax Returns in 2025
In this post, we go over 10 most common mistakes we saw on tax returns in 2025.
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.
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.
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.
Deep Dive: Understanding the Additional Medicare Tax
The Additional Medicare Tax requires individuals earning above certain amounts to pay an extra 0.9% on their income exceeding these thresholds. In this exploration, we’ll review who needs to pay this tax, the specific income levels it applies to, and how it's calculated.
Sell-to-Cover on your Restricted Stock Units (RSUs): Explained
Sell-to-cover is an automatic mechanism used to address these tax implications, ensuring compliance without immediate out-of-pocket expenses. In this post, we clarify what sell-to-cover entails, the typical tax withholdings involved, and its impact on employees in California and beyond.
Deep Dive: Safe Harbor Rules for Quarterly Tax Payments
Safe Harbor Rules serve as your teammate, helping confirm we make sufficient tax payments throughout the year to avoid potential underpayment penalties.
10 Things to Do Right Away if You’re Laid Off
It’s important to understand the financial impact of your job loss and strategize the next steps. In this post, we share 10 actions you should take if you’re unexpectedly let go from your company.
Net Worth Calculator
Net worth is a key component of financial planning—it is the foundation for budgeting, retirement modeling, and investing. Use our net worth calculator to gain a better idea of your net worth!
Tax Extensions: What They Are and Are Not
In this post, we’ll explain what a tax extension really is, why people file one, and what you need to know about payments and deadlines.
Unraveling the Tax Puzzle: What’s the Difference Between Effective and Marginal Tax Rates?
Navigating through the intricate world of taxes can be a daunting task. Let’s take a deep dive into understanding the effective and marginal tax rates and explain their impact on your financial health.
Maximizing Impact: The Role of Donor-Advised Funds in Your Charitable Giving Strategy
Donor-Advised Funds (DAFs) have emerged as a powerful tool for charitable giving. But what makes DAFs particularly appealing for stock-based compensation professionals? Let's dive in!
9 Charitable Giving Strategies for Year-End
Charitable giving is not just an act of generosity—it's also a savvy financial strategy. Learn about some tips to maximize your charitable impact before the year's end.
The end of Mint: Our zero-based budgeting philosophy and why we believe in Monarch Money
The impending shutdown of Mint signifies the end of an era. With this news being so fresh, we’ve spent some time researching and testing a few platforms, and will continue to dive deeper into various budgeting apps.
Tax-Loss Harvesting Beware! The Ins & Outs of the Wash Rule
If you're joining a tech startup or a growing company, there's a good chance you'll encounter NSOs. But what exactly are they, and how do they differ from other types of stock options? Let’s dive in!
Direct Indexing: A Game-Changer for Tax-Loss Harvesting
While tax-loss harvesting is a familiar concept to many, direct indexing is emerging as a powerful tool to amplify its benefits. Let’s delve into how direct indexing can significantly boost the benefits of tax-loss harvesting.
Demystifying Tax-Loss Harvesting: Pros, Cons, & Strategy Integration
Tax Harvesting may seem like an odd investment term, but it’s a crucial strategy to any investor. Let’s dive in!