The Personal Finance Guide for Tech Professionals

Gain a basic foundation of essential personal finance issues and strategies, specifically geared towards tech professionals. The book will build on the concepts, such as going from the basics of investments to more advanced topics like alternative investments and tax strategies.
In the U.S., about 6 million tech startup employees have stock options. The result is that this can often be the biggest source of wealth, sometimes reaching into the millions. Yet there are many financial and tax complications that have been aggravated with the transition to remote work. This can mean lower returns and missed opportunities, and in some cases, employees may even be subject to actions from the IRS and local tax agencies.
The Personal Finance Guide For Tech Professionals is packed with actionable advice and covers the main areas that any tech professional will face.
What You'll Learn

• Track and analyze investments with fintech apps
• Improve the results of freelance work, such as with strategies to lower taxes

• Protect your hard-earned assets with insurance and the establishment of entities like LLCs
  Who This Book Is For The main focus will be on tech employees who get equity compensation. This spans from entry level people to senior executives.

Understand the various types of equity compensation such as incentive stock options and restricted stock Learn about the different types of assets, including emerging categories like crypto Study strategies that will help you effectively transfer your assets, such as with a will or trust

Auteur

Tom Taulli, a published author and a software developer, is also an Enrolled Agent, the highest certification with the IRS that allows him to represent taxpayers before the agency. He is also the owner and co-founder of Pathway Tax, which he started over 20 years ago. The focus is on helping clients with tax preparation, planning and resolution. Tom has also written columns for online publications such as BusinessWeek.com, TechWeb.com, and Bloomberg.com. You can reach Tom on Twitter (@ttaulli) or through his website (Taulli.com).

Contenu
Chapter 1: Stock and Bonds.- Chapter 2: Mutual Funds and ETFs.- Chapter 3: Alternative Investments.- Chapter 4: Hedge Funds.- Chapter 5: Private Equity.- Chapter 6: Crypto.- Chapter 7: Hard Assets.- Part 2: Protecting your wealth.- Chapter 8: Asset Allocation.- Chapter 9: Benefits.- Chapter 10: Equity Compensation.- Chapter 11: Estate Planning.