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Tender offers let startup employees and early stakeholders sell shares pre-IPO. Understand structures, pricing, eligibility, taxes, and liquidity trade-offs.

Stock splits 101: why companies divide shares, how splits and reverse splits affect price, options, taxes, and what it means for startup employees.

Curious if the Alternative Minimum Tax applies to you? Learn how AMT is calculated, what income and deductions are included, and how to offset it with future AMT credits.

Accredited investor rules: income/net-worth thresholds, credentials, updates, and how status affects startup employees’ equity and secondary investing.

Borrow from your 401(k) to fund option exercise? Compare loans vs withdrawals, limits, interest, tax impacts, repayment risks, and smarter cash-raising alternatives.

Guide to incentive stock options (ISOs): how they work, tax perks, vesting rules, common pitfalls, and valuing your startup equity in real terms.

Learn how non-qualified stock options work, the tax hits at exercise and sale, key differences vs ISOs & RSUs, and smart ways to maximize your startup equity.

Learn how double-trigger RSUs work, why taxes are deferred until IPO or acquisition, and what delayed liquidity means for your startup equity value.

Equity-rich but cash-strapped? Here’s how a family loan can turn relatives’ idle savings into low-interest liquidity—without tripping IRS gift rules.

Ready to turn those startup shares into cash? Here’s your quick guide to understanding capital-gains tax and smart timing so you keep more of the upside.

Got your offer letter but tangled up in “20,000 shares”? Let’s break down what equity really is—so you know if that slice of pie is actually worth a bite.

Got startup equity in your offer? Vesting isn’t just fine print. It’s the difference between life-changing upside and walking away with nothing. Understand it before you sign.

This guide will break it all down: how RSUs work, what RSU vesting really means, how RSUs are taxed, and what smart employees do to turn them into actual wealth.