The Personal Finance Guide for Tech Professionals

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.

Table of Contents

Chapter 1: Stocks 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

Chapter 8: Asset Allocation

Chapter 9: Benefits

Chapter 10: Equity Compensation

Chapter 11: Estate Planning

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).