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A few weeks ago, I was talking with a client about his 2023 taxes. About the fact that he hadn’t paid estimated taxes in 2023. And that a probably big, but who-really-knew-how-big tax bill was looming before April 15. And that his CPA would give him some recommendations for paying estimated taxes in 2024. And […]
You stick around as long as I have (yes, I am officially 103 years old), you start to see smart people have the same confusion and misunderstandings about personal finances from smart people.
If you’re moving from a giant, public tech company to a pre-IPO company, especially a small pre-IPO company, you’re in for some meaningful changes.
If you work—or worked—at a private company, maybe you think IPO planning is just what you do in the few months before and after the IPO.
The last thing you need after you’ve lost your job is to be forced to make a decision—that could be worth a lot of money—in just a few weeks.