Tag: tax planning
How to Manage Taxes on Highly Appreciated Stock
When you’ve spent years working for a tech company, it’s common to build up a substantial amount of highly appreciated stock. Sometimes, this can become...
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The Tech Employee’s Complete Guide to RSUs
Glossary, Taxes, Strategy, and the 13 Mistakes That Cost You Money By Alex Caswell, WealthScript Advisors • Updated 2026 • 20 min read IN THIS...
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Can Exchange Funds Reduce Concentrated Stock Exposure?
Why Exchange Funds May Help You Defer Taxes When Diversifying Your Holdings If you hold a highly appreciated stock, perhaps from stock options or RSUs...
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Pre-IPO Stock Options and RSUs: What You Need to Know
If you work for a high-growth private tech company, chances are a big part of your compensation comes in the form of stock options or...
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4 Ways to Maximize Your Executive Deferred Compensation Plan
If you’re a tech executive, a non-qualified deferred compensation plan (NQDC) can be one of the best tools to optimize tax savings and retirement plans....
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