I help prepare tax returns as well as provide planning and investment advice to those with employee stock options and restricted stock units. The things I often deal with include 83(b) elections, the alternative minimum tax (AMT) and option exercise strategies.
I have written about finance for over 15 years for publications like Forbes.com and BusinessWeek.com. I also have published nine books, such as The Complete M&A Handbook, All About Commodities and All About Short Selling.
I have first-hand experience with the thrills – and lows – of the startup life. Over the years, I've founded companies like Hypermart.net (which was sold to InfoSpace).
In terms of education, I have a degree in finance and a JD.
Here are some recent quotes in the media:
- T. Rowe Owning Facebook Shares Bets This Will Be Different (Bloomberg)
- The iPad is an incredible tool for work — if your IT department will allow it (Venturebeat)
- The return of the Internet IPO (MSNMoney.com)
- Siano Eyes U.S. Mobile-TV Market, Possible IPO (BusinessWeek)
Here are some recent pieces from my Forbes.com blog:
- The Right Way to Raise Money From Angels
- Box.net Shows How Strategic Investors Can Be Key
- Why Doesn't a VC Say 'Yes' or 'No'?
- ClearSlide: Building a Tech Startup -- Old School Style
- Twitter Power for Your Advisory Board
- Should You Give Away Your Product?
- Projections That VCs Will Take Seriously
- How Guidewire's CEO Built a Public Company