Educate yourself
Where sweat equity meets equity IQ
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%.
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.
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.
The 3 Best Times to Exercise Your Stock Options (and How to Minimize Taxes)
Exercising stock options at the right time can cut your tax bill from 42% to 0%. Learn the 3 best times to exercise ISOs, how calendar and company events affect your taxes, and a shortcut to simplify the decision.
How to pay $0 tax on $100k of ISOs (step-by-step)
Learn a practical, step-by-step strategy to avoid AMT on ISO exercises and tax-smart ways to sell your options — with examples and next steps.
How to Legally Avoid Paying 42% in AMT When Exercising ISOs
AMT can push your tax rate up to 42% when exercising incentive stock options. Learn why AMT is optional, how to avoid it, and when paying AMT is actually smarter for your long-term wealth.
Treat yourself.
Free equity cheat sheets