Welcome!

You have stock comp (NSOs, ISOs, RSUs), but it's confusing. What decisions can you make? How will taxes work? And what changes when a liquidity event occurs? You're in the right place!

What Is This Knowledge Base?

This site was designed to be Everything You Need to Know About Stock-Based Comp; Organized As "Documentation." While there are many resources for stock-based-comp, they're limited in many ways (long PDFs, non-searchable, single-topic blog articles, lacking examples, incomplete information, etc.). This knowledge base seeks to fix that. When you have questions about your stock comp, we want to be your go-to resource:

• All our content and tools are freely available (no paid subscription, or even login, required)

• 130+ pages (and growing) of well-organized, interlinked, high-quality content

• 100+ flow charts and example calculations

• All written/created by the experts at 30-40 Wealth Partners; a wealth advisory firm that specializes in financial, tax, and investment planning for tech professionals

Getting Started

[Recommend] Start With Our Stock Comp Assessment

This Knowledge Base has a lot of content, not all of which is going to be relevant to you and your situation. To guide you through it, we built our stock comp assessment tool. In ~10 minutes, the assessment will provide you with a wealth of data and guidance regarding your stock comp. Most specifically, you'll get a curated list of articles to read on this Knowledge Base, personalized to your situation and stock comp holdings.

🔗 Take the Stock Comp Assessment

Search

There are over 130 pages on this knowledge base (and growing). If you know what you're looking for, just search for it!

Table of Contents Navigation

All content on this Knowledge Base is organized through a nested table of contents. If you're viewing this on a desktop, the left hand bar contains a table of contents. On mobile, use the hamburger icon on the top left of your screen.

Start With One of Our Top-5 Most Popular Pages:

All content on this Knowledge Base is organized through a nested table of contents. If you're viewing this on a desktop, the left hand bar contains a table of contents. On mobile, use the hamburger icon on the top left of your screen.

• Key Liquidity Event Planning Items (IPO; Acquisition; Tender Offer)

• Changing Jobs? Here's What to Know + Potentially Ask For

• 50+ Stock Comp Tax Strategies (NSO/ISO Options, RSUs, AMT, and more)

• Know the Data to Make Better Decisions: Company Exit Rates; Average Employee Compensation; Company Valuations; and more

• Work in Tech? These Are the Key Financial Planning Items You Should Be Focused On

Who Is 30-40 Wealth (And Why Did We Build This Portal)?

We're a wealth management firm that specializes in the unique financial planning and investment strategy needs of tech professionals. Our clients are founders, early employees, and/or senior executives with significant income and/or wealth from stock-comp.

We built this portal to make it easier for everyone (client or not) to understand, and make better decisions regarding, their stock-comp. That said, we're also keenly aware of how challenging and time intensive that can be. If you'd like expert help optimizing your stock comp, tax strategy, investments and/or personal finances -> let's chat!

Want to Learn More About 30-40 Wealth Partners? 🔗 Visit Our Website

📅 Book a Free Intro Meeting