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Where sweat equity meets equity IQ

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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Riley Hale - Equity Specialist Riley Hale - Equity Specialist

RSU Taxes: 4 Hidden Traps That Could Cost You Thousands (and How to Fix Them)

RSU taxes are filled with hidden traps that cost tech employees thousands—sometimes even leading to double taxation. In this post, you’ll discover four of the most common RSU tax mistakes, how to fix them with IRS-approved strategies, and simple ways to automate your tax savings. Learn how to protect your stock, cut your RSU tax bill by up to 50%, and keep more of what you’ve earned.

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