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Where sweat equity meets equity IQ

Riley Hale - Equity Specialist Riley Hale - Equity Specialist

Trump’s Tax Blunder is Making Tech Employees Rich

Trump’s new tax law is a game-changer for tech employees, with potential savings of $40,000 from SALT deductions and $6,000 per year from HSAs. But beware: a hidden tax trap could push your rate above 48%.

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Riley Hale - Equity Specialist Riley Hale - Equity Specialist

The Top 3 Tax Tricks Every Tech Employee Should Know

Are you leaving money on the table? Discover the top 3 tax tricks every tech employee should know—including how to use low-income years for tax-free gains, the Roth backdoor strategy, and the overlooked HSA that saves thousands every year.

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Riley Hale - Equity Specialist Riley Hale - Equity Specialist

I wish I knew this before Exercising My ISOs

Exercising ISOs can change your life — or cost you thousands in taxes. Learn the proven framework to make smarter stock option decisions by focusing on financial merit, risk, and your long-term goals.

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