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 [...]


Snowflake IPO: Which Financial Professional Should You Hire?

Happy New Year! Finances are a common new year’s resolution. And the complexity and magnitude of your Snowflake stock compensation is a lot to handle alone. I previously wrote about how [...]


Snowflake IPO and Your ISOs (Incentive Stock Options)

Your Incentive Stock Options are complicated. As Snowflake’s lock-ups come off in December 2020 and March 2021, your stock options will go from a promise to (a lot of) real money. I address [...]


Donating Snowflake Stock: Help Charities and Benefit Financially

If you previously exercised your Snowflake Incentive Stock Options (ISOs), you may be sitting on a stockpile of shares with a huge embedded gain. As COVID continues its rampage across the US, you [...]


Stock Options 101: How the Taxes Work (Part 2 of 2)

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 [...]


Income Tax 101: Your Tax Return in Plain English

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 [...]


Donate Stocks: Save on Taxes, and Reduce Concentration Risk

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 [...]


Stockpile of Company Shares: Nice (But Stressful) Problem to Have

Against the backdrop of the COVID-19 epidemic, we experienced the sharpest and fastest bear market in history. The term “bear market” refers to market drops of more than -20%. The [...]


Hiring a Tax Professional Versus DIY’ing With TurboTax

In normal times, early April means hunting down your W-2 and other forms, and slogging through TurboTax. Because of the COVID-19 crisis, however, you have an extra three months to file your [...]


2020 IRS Changes That May Affect Your Paycheck

Happy New Year! If you review your paystub, you’ll see several deductions for your 401(k) and other workplace benefits. The IRS has updated how much you can contribute to the following benefit [...]

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