Link to free course: www.jointaro.com/course/tech-...

Link to free webinar: us06web.zoom.us/meeting/regi...

While I created the course with early-career folk in mind, the principles discussed in it remain foundational for navigating more rocky terrain.

Whether you’re facing your very first RSU vest or juggling AMT and concentrated exposure to company stock, bring your questions and let’s dig in together!

But remember: Everyone’s situation is different. If you’re considering making a move like this, do your research and/or consult with a professional.

If you’ve been dreaming of a career break, let this be your reminder: with the right planning, it’s more possible than ever.

Imagine: You’ve got some appreciated stock, and you’re thinking about leaving your 9-to-5 for a bit. Being able to use that stock for expenses—without losing a huge chunk to taxes—can be a game-changer.

Yes, you read that right. No taxes at all on those gains if you meet these conditions! This opens up a world of possibilities for funding your sabbatical or passion project—without giving Uncle Sam a dime.

🫣

www.threads.net/@andymoranio

bsky.app/profile/andy...

👋