Incentive Stock Options were created by the government to give employees a tax benefit way build companies. Ironically, it’s one of the most booby-trapped forms of equity out there. As such, a few tips can go a long way. Here are 7 ways to reduce or avoid paying taxes on your incentive stock options.

On average, $47k worth of equity is left behind per job change.  Whether you’re laid off, switching jobs, fired, or retiring, here’s what happens to your equity, how to strategize your exit, and how to potentially walk away with more equity.

An IPO has the potential to be the most life-changing day—completely reshaping your life's trajectory. Going public is romanticized, the stakes are highest, the lights are brightest…but it might not actually make you rich. The only certainty with IPOs is uncertainty.

M&A can be difficult to explain because it’s a contract, and no one contract is the same. But today, I’m simplifying the complexity of M&A into 3 easy outcomes.

What if I told you all of your beliefs around money are wrong? As a financial planner, I’ll be sharing the biggest myth in personal finance, whether taxes matter or not, and give you 4 easy steps to avoid the consequences of this myth.

Become smarter than most CPAs on ESPPs in just a few minutes. I’m covering everything you need to know including examples and most importantly, the common ESPP tax hack that can actually break your taxes.