The Personal Finance Guide for Tech Professionals: Building, Protecting & Transferring Your Wealth

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 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.

獲得基本的個人財務問題和策略的基礎，專門針對科技專業人士。本書將建立在概念的基礎上，從投資的基礎知識到更高級的主題，如替代性投資和稅務策略。

在美國，約有600萬科技初創企業的員工擁有股票期權。結果是這往往是最大的財富來源，有時甚至達到數百萬。然而，隨著遠程工作的轉變，出現了許多金融和稅務上的複雜問題。這可能意味著較低的回報和錯失的機會，而在某些情況下，員工甚至可能受到美國國稅局和地方稅務機構的行動。

《科技專業人士的財務指南》充滿了可行的建議，涵蓋了任何科技專業人士將面臨的主要領域。

你將學到什麼：

- 使用金融科技應用程序追踪和分析投資
- 改善自由職業工作的結果，例如降低稅收的策略
- 通過保險和建立像有限責任公司（LLC）等實體來保護你辛苦賺來的資產

這本書適合對象：

主要關注的是獲得股權報酬的科技員工。這包括從初級人員到高級執行人員。

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 Taulli是一位已出版的作者和軟體開發者，同時也是一位Enrolled Agent，這是與美國國稅局合作的最高認證，允許他代表納稅人與該機構溝通。他也是Pathway Tax的擁有者和共同創辦人，該公司成立已超過20年。他們的主要服務是協助客戶進行稅務準備、規劃和解決問題。

Tom還曾為BusinessWeek.com、TechWeb.com和Bloomberg.com等線上出版物撰寫專欄。您可以透過Twitter (@ttaulli)或他的網站(Taulli.com)與Tom聯繫。