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Thinking of Leaving the Bay Area? Be Aware of These Pitfalls

Escaping the Bay Area or California altogether has been a hot topic in the news. In 2020, many people left the expensive Bay Area, which led to massive drops in SF rents. I was interviewed on [...]

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RESTRICTED STOCK UNITS (RSUS)

Restricted stock units (RSUs) are a form of equity compensation. The vesting schedule dictates how many shares of company stock you earn, and when. You pay income taxes on the value of the RSUs [...]

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Stock Options 101: When and How to Exercise and Sell (Part 1 of 2)

Your 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 [...]

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You’ve Been Promoted: A Guide to Your Compensation Package

It’s performance assessment season. You’ve earned a well-deserved promotion at work. Hopefully the new job title also comes with more money! I’d like to discuss the four components of your [...]