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Riley Hale, CFP® | Tech Equity Specialist Riley Hale, CFP® | Tech Equity Specialist

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.

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Riley Hale, CFP® | Tech Equity Specialist Riley Hale, CFP® | Tech 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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Taxes, AMT, ISOs Riley Hale, CFP® | Tech Equity Specialist Taxes, AMT, ISOs Riley Hale, CFP® | Tech Equity Specialist

7 Tax Hacks for Incentive Stock Options

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.

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ESPPs, Taxes Riley Hale, CFP® | Tech Equity Specialist ESPPs, Taxes Riley Hale, CFP® | Tech Equity Specialist

Equity Guide for Changing Jobs

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.

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Taxes, IPO Riley Hale, CFP® | Tech Equity Specialist Taxes, IPO Riley Hale, CFP® | Tech Equity Specialist

Nobody tells you THIS when your company IPOs

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.

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