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2020 is shaping up to be the biggest year for IPOs since 2014. Do you work for a company that recently became public, such as Snowflake or Sumo Logic? Perhaps your company is expected to IPO [...]

Mortgages are a hot topic in the news. Rates are at an all-time low. If you have homeowner friends, they’re likely refinancing (replacing their mortgage with a new one at a lower rate). If you’re [...]

The pandemic is accelerating many of my clients’ home buying timeline. San Francisco renters are leaving in droves. A buyers’ market is developing for SF condos that don’t have private [...]

Stock options and taxes are top of mind when I speak to people whose companies are going public. In my previous post, we reviewed the basics of stock options. In this post, we’ll review [...]

Stock options are complicated. You may have several questions: When should I exercise? What should I do with the shares once we go public? What is a lock-up period? How does the tax part work? [...]

COVID-19 has accelerated the move to working from home. And WFH has become a permanent reality for many Bay Area companies, including Twitter and Coinbase. Escaping the Bay Area or California [...]

Income taxes are one of your largest expenses. But it’s easy to ignore income taxes. They’re automatically withheld from your paychecks. Then you file your tax return in the spring, and you [...]

Edited 6/2/2020 and 6/4/2020: if you’re angry/disturbed/depressed by racial injustices like George Floyd’s murder, there are many ways you can help. Here’s a short list of [...]

You’ve probably seen sobering headlines about healthcare workers rushing to finalize their wills and other estate planning documents. Even if you’re not on the front lines of the crisis, anyone [...]

If you have a lot of company stock, the past several weeks have been a roller coaster ride. Against the backdrop of the COVID-19 epidemic, we experienced the sharpest and fastest bear market in [...]