The Personal Finance Guide for Tech Professionals: Building, Protecting, and Transferring Your Wealth - Softcover

Taulli, Tom

Softcover

ISBN 10: 1484282418 ISBN 13: 9781484282410

Publisher: Apress, 2022

Synopsis

If you are in the tech industry, you know about the headaches with personal finance. It's easy to make mistakes that can have a devestating impact on your wealth.
But with The Personal Finance Guide For Tech Professionals , you get a one-stop resource for making better decisions.
Here are just some of the topics covered:

• Understand employee stock options and restricted stock grants.
• Negotiate equity compensation packages.
  
• Show how to use crypto in your portfolio.
  
• Learn about alternative investments like private equity, hedge funds, and venture capital.
  
• Understand the Alternative Minimum Tax (AMT).
  
• Show how to invest in commodities, crowdfunding and artwork.
  
• Evaluate your employee benefits like health insurance, HSAs, FSAs and 401(k)s.
  
• Understand angel investing.
  
• How to protect your wealth with insurance.
  
• How to use estate planning, such as with wills and trusts.
  
• Use fintech tools.

About this title

About the Author

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 (PathwayTax.com), 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 (PathwayTax.com).

From the Back Cover

Gain a 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.

You will:

• 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

Edition details

• Publisher: Apress
• Publication date: 2022
• Language: English
• ISBN 10: 1484282418
• ISBN 13: 9781484282410
• Binding: Paperback
• Edition number: 1
• Number of pages: 249