The Personal Finance Guide for Tech Professionals

The Personal Finance Guide for Tech Professionals: Building, Protecting, and Transferring Your Wealth by Tom Taulli

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As I write this Introduction, the stock market has suffered a major decline. True, this has come after a long bull run. But it certainly does not make investors feel any better. Bear markets are awful.

They are also a wake-up call. They highlight the importance of diversification. They also show the importance of taking a holistic approach to your personal finances. This means taking into account insurance, tax planning, and estate planning.

And this is what my book is about. It’s not just about the various investments you can put your money in. The goal is to provide a comprehensive approach.

The issues for tech professionals can be particularly complex. The bear market, for example, has hit tech stocks the hardest. There are also the issues of dealing with equity compensation, like stock options. There is the risk of having too much of your wealth in shares of a few companies. When working with startups, the planning for benefits, such as for health insurance, can be challenging.

Now this is not to make you depressed! The tech world is exciting. There are many secular changes that will propel growth. But it is still important to build a good financial foundation. This will help you get through the occasional downturns.

OK then, so what about my background? Most of my career has been in the tech industry, since the early 1990s. I founded several companies and raised venture capital. Along the way, I got firsthand experience with unique personal finance issues and situations.

To better understand these, I took a tax course and then got my license as an Enrolled Agent. This is the highest designation of the IRS (Internal Revenue Service) and allows me to represent people before the agency.

In 2002, I started my own tax and financial advisory firm, called I have helped many tech clients. A big part of this has been with tax preparation and planning. But I have also helped people resolve their tax problems, such as with back taxes and unfiled returns.

I’ve also done quite a bit of writing on financial and tax matters. I’ve written for publications like Forbes, Barron’s, Kiplinger, Motley Fool, and BusinessWeek.



  • CC BY-NC-SA 3.0 PH
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eBooks Details:

  • Английский / English Book Language
  • August 20, 2022 Publication date
  • 249 pages Pages
  • PDF | ePUB eBook Format
  • 1.8 Mb | 0.7 Mb Size
  • Computers & Technology / Business & Money Category

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