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Equity Compensation Tax Planning 101
In this post, we break down the equity compensation tax planning opportunities that tend to have the greatest impact.
Top Mistakes on Tax Returns in 2026
Here are the most common tax mistakes we found in 2026, on 2025 Tax Returns.
Tax Treatment of RSUs
In this post we break down exactly how the tax treatment of RSUs works, when taxes apply, and what you should plan for.
Money Moves: Moving to Puerto Rico
In this post, we examine how moving to Puerto Rico can be a powerful wealth-planning strategy for certain high-net-worth individuals.
Trump Accounts 101
In this post, we’ll explain what Trump Accounts are, how they work, and how parents might think about them as part of a broader financial plan.
Tax Exchange Funds 101
In this post, we will walk through what tax exchange funds are, how they work, and the key advantages and trade-offs to understand before considering one.
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.
Difference Between Restricted Stocks and RSUs
In this post, we provide a quick and easy overview to help you understand the difference between Restricted Stock and RSUs, the pros and cons of both, their tax treatment, and their risks and considerations.
Capital Gains Tax 101
In this post, you will learn what capital gains tax is, the difference between short and long-term gains, common scenarios for tech employees, and practical strategies to reduce the impact of taxes on your investments.
401(k) 101: Contributions and Company Match
In this post, we’ll break down exactly what a 401(k) is, how it differs from other retirement accounts, how company matches and contributions work, and how it can help you reach your financial goals.
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.
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.
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.