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H. Baker
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The $400,000 Tax Oversight: Why Bay Area Tech Professionals Need an Equity Compensation Expert
For many families in the San Francisco Bay Area, equity compensation is the primary engine for building generational wealth. Whether you are at a late-stage startup or a Big Tech staple like Google, Meta, or Nvidia, your compensation package likely includes a complex mix of Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), and Non-Qualified Stock Options (NQSOs). However, the more complex your wealth becomes, the higher the "complexity tax" you might pay without
Bill Promes
2 days ago5 min read
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Pre-IPO Equity: Navigating the Risk-Reward Spectrum
The High-Stakes Decision That Defines Tech Wealth Building Pre-IPO equity represents both the greatest wealth creation opportunity and...
Bill Promes
Aug 9, 20255 min read
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The Complete Guide to RSU Tax Optimization
Why Most Tech Employees Overpay on RSU Taxes by Thousands Restricted Stock Units represent the largest component of compensation for most...
Bill Promes
Aug 9, 20255 min read
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ISO Exercise Timing: The $50,000 Decision That Shapes Your Financial Future
The Critical Decision Most Tech Employees Get Wrong If you're holding Incentive Stock Options at a pre-IPO company, you're facing one of...
Bill Promes
Aug 9, 20254 min read
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Financial Fresh Start: 15 Ideas to Transform Your Finances
Not sure where to start with your finances? Here are 15 ideas to get you started! Review Your Financial Goals: Start by revisiting your...
Bill Promes
May 1, 20253 min read
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Early Retirement Strategies for Tech Parents with High-Cost Living
For many tech employees with young children, the dream of early retirement can seem out of reach in the face of high living costs....
Bill Promes
Apr 30, 20252 min read
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Navigating Equity Compensation: A Guide for Tech Industry Families
For tech industry families navigating the complexities of equity compensation, understanding how to make the most of this unique form of...
Bill Promes
Apr 30, 20252 min read
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Tech Employee Financial Planning: Maximizing Your Investment Portfolio
Are you a tech employee with young children looking to maximize your investment portfolio? Look no further than Austin Creek Capital, a...
Bill Promes
Apr 30, 20252 min read
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