
The Personal Finance Guide for Tech Professionals
Building, Protecting, and Transferring Your Wealth
Tom Taulli(Author)
APress
Published on 6. August 2022
Book
Paperback/Softback
XII, 237 pages
978-1-4842-8241-0 (ISBN)
Description
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
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.
More details
Edition
1st ed.
Language
English
Place of publication
Berkeley
United States
Target group
Professional and scholarly
Illustrations
2 s/w Abbildungen
XII, 237 p. 2 illus.
Dimensions
Height: 235 mm
Width: 155 mm
Thickness: 14 mm
Weight
388 gr
ISBN-13
978-1-4842-8241-0 (9781484282410)
DOI
10.1007/978-1-4842-8242-7
Schweitzer Classification
Other editions
Additional editions

Tom Taulli
The Personal Finance Guide for Tech Professionals
Building, Protecting, and Transferring Your Wealth
E-Book
08/2022
APress
€56.99
Available for download
Person
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).
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).
Content
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.