Client Stories
From equity planning to family goals, explore how clients turned ambition into achievement with Alphanso.
The NVIDIA engineer who kept saying "I'll sell after earnings."
RSU concentration
Tax planning
Equity & RSU
Tax Strategy
NVIDIA
He spent three years thinking about the equity and none thinking about the $420,000.
Cash management
Tax loss harvesting
Anthropic
Portfolio & Investing
Tax Strategy
A Meta engineer diversified $2M in stock without the tax hit
RSU concentration
Tax planning
Meta
Equity & RSU
Tax Strategy
Three AMD grants landed on the same November day.
Vesting pile-up
Estimated taxes
AMD
Equity & RSU
Tax Strategy
Her equity takes seven years to settle. Her visa renews in three.
H1B planning
Cross-border taxation
Anthropic
Immigration
Equity & RSU
How harvested losses paid the tax on a Googler's biggest vest
Tax loss harvesting
RSU diversification
Google
Tax Strategy
Equity & RSU
From paycheck to runway: preserving wealth in a founder's first year
Cross-border tax
Tax loss harvesting
Microsoft
Tax Strategy
Immigration
Her Adobe stock was down 38%. That made selling easier.
Tax loss harvesting
RSU concentration
Adobe
Equity & RSU
Tax Strategy
Laid off from Microsoft after 12 years. The 60-day plan that steadied the ship.
Layoff planning
Tax planning
Microsoft
Life & Career Events
Tax Strategy
They lived through 2023 at Micron. Then 2026 happened.
RSU concentration
Tax planning
Micron
Equity & RSU
Tax Strategy
Here's how a Meta PM went from RSU rollercoaster to FIRE at 45.
Retirement
RSU planning
Meta
Equity & RSU
Financial Planning
How a Google PM turned GSU whiplash into early retirement at 45
Early retirement
RSU diversification
Equity & RSU
Google
Financial Planning
How we harvested losses on a Meta engineer's RSUs to offset a giant vest
Tax loss harvesting
RSU planning
Meta
Tax Strategy
Equity & RSU
Harvesting losses helped an Amazon engineer unwind his AMZN pile
Tax loss harvesting
RSU concentration
Amazon
Tax Strategy
Equity & RSU
A Google engineer's GSU vests kept ambushing him at tax time
Estimated taxes
RSU concentration
Google
Tax Strategy
Equity & RSU
Laid off from Meta on an H1B. Here's the financial plan we built in 60 days.
Layoffs & H1B
Meta
Life & Career Events
Immigration
A Microsoft engineer had $700K riding on one stock
RSU concentration
Tax planning
Microsoft
Equity & RSU
Tax Strategy
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Everyone else's chip stock was up. His was the opportunity.
Tax loss harvesting
RSU concentration
Broadcom
Equity & RSU
Tax Strategy
$158K cut from a physician's tax bill in year one
S-corp planning
Business & Entity
A Google engineer was 80% in GOOGL. Here's how we diversified without a tax shock.
RSU diversification
Tax planning
Google
Equity & RSU
Tax Strategy
An Amazon Alum's Lean Founder Year Turned Into a Six-Figure Roth Win
Roth conversion
Tax planning
Amazon
Tax Strategy
Life & Career Events
How we penalty-proofed a Microsoft engineer's surprise tax bill
Estimated taxes
RSU withholding
Microsoft
Tax Strategy
Equity & RSU
Laid off from Snowflake. We built a 60-day security plan.
Layoff planning
Tax planning
Snowflake
Life & Career Events
Tax Strategy
A Meta alum's gap year became a six-figure Roth conversion window
Roth conversion
Cashflow
Meta
Tax Strategy
He decided how much to sell nine months before there was a price to argue with.
IPO planning
RSU concentration
Anthropic
Equity & RSU
Portfolio & Investing
An Amazon PM had a 'simple' setup. It was quietly costing her five figures a year.
Tax planning
RSU diversification
Amazon
Tax Strategy
Equity & RSU
A Datadog engineer was $32K short on taxes and had no idea — until July
Tax planning
RSU concentration
Tax Strategy
Equity & RSU
Datadog
He jumped from Meta to a competitor mid-year. We kept his tax bill from doubling.
Career change
Tax planning
Meta
Tax Strategy
Life & Career Events
His Microsoft stock was down 24%. He still owed tax on every share.
Tax loss harvesting
Microsoft
Tax Strategy
He switched from Microsoft to Meta mid-year. His tax bill didn't have to be a surprise.
Career change
Tax planning
Meta
Tax Strategy
Life & Career Events
Microsoft
He wants to retire at 62. Memory cycles don't care about that.
Retirement planning
Roth conversion
Micron
Financial Planning
Tax Strategy
How a Snowflake senior PM mapped his exit at 48
Early retirement
Tax planning
Snowflake
Financial Planning
Tax Strategy
From Amazon RSU rollercoaster to FIRE at 47
Early retirement
RSU diversification
Amazon
Financial Planning
Equity & RSU
A doctor earning $600K finally stopped overpaying the IRS
Tax planning
S-corp planning
Tax Strategy
Financial Planning
Business & Entity
An engineer turned a $4M acquisition payout into a 30-year plan in 90 days
Acquisition
Life & Career Events
She moved to Austin in July. California still wanted its share.
Relocation tax
Roth conversion
AMD
Life & Career Events
Tax Strategy
How we penalty-proofed an Amazon engineer's big vesting year
Estimated taxes
RSU withholding
Amazon
Tax Strategy
Equity & RSU
On paper he was a millionaire. Two lenders said no anyway.
Financial planning
Pre-IPO equity
Anthropic
Financial Planning
Equity & RSU
How a Google alum turned a lean founder year into a $100K tax win.
Roth conversion
Cashflow
Google
Tax Strategy
A 2022 grant, modeled at $42,000, vested at $784,000.
Estimated taxes
RSU concentration
Micron
Equity & RSU
Tax Strategy
A paper millionaire at OpenAI couldn't make a down payment
Pre-IPO
Tax planning
Equity & RSU
Tax Strategy
Her Microsoft sabbatical became a once-in-a-decade Roth window
Roth conversion
Sabbatical
Microsoft
Tax Strategy
Life & Career Events
Laid off from Google. The 60-day plan that steadied everything.
Layoff planning
Severance
Google
Life & Career Events
Tax Strategy
She budgeted 22% withholding. Half her vest crossed into 37%.
Estimated taxes
Charitable giving
Broadcom
Equity & RSU
Tax Strategy
His Xilinx shares became AMD shares. Then they became 64% of everything.
RSU concentration
Charitable giving
AMD
Equity & RSU
Tax Strategy
A Snowflake PM watched her RSUs jump 36% overnight
RSU diversification
Snowflake
Equity & RSU
Portfolio & Investing
They had given $48,000 a year for six years, and the deduction was worth almost nothing.
Charitable giving
Tax optimization
Anthropic
Tax Strategy
Financial Planning
A Meta engineer was sitting on $500K of META. Here's how we diversified without a tax shock.
RSU diversification
Tax planning
Meta
Tax Strategy
Equity & RSU
Portfolio & Investing
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How a Cerebras Engineer Turned a $48B IPO Into a Real Financial Plan
IPO planning
Cerebras
Equity & RSU
An Amazon engineer stopped sitting on $400K of company stock and finally slept.
RSU diversification
Tax planning
Amazon
Tax Strategy
Equity & RSU
Portfolio & Investing
An Amazon engineer found a $29K tax gap with 48 days to fix it
Estimated taxes
RSU concentration
Amazon
Tax Strategy
Equity & RSU
She made $400K a year at Meta. Her RSUs were underwater. Here's what changed.
Tax loss harvesting
Meta
Tax Strategy
Vikram had a "simple" setup. It was quietly costing him $18,000 a year.
Tax planning
Microsoft
Tax Strategy
Laid off from Amazon — here’s the 60-day plan we built together.
Layoff planning
Amazon
Life & Career Events
An Intel engineer unwound a 487% winner without the tax bill she feared
RSU concentration
Tax loss harvesting
Intel
Tax Strategy
Equity & RSU
He left Google for a startup mid-year. We tamed the double-vest tax year.
Career change
Tax planning
Google
Tax Strategy
Life & Career Events
How a Microsoft manager turned RSUs into retirement at 50
RSU diversification
Early retirement
Microsoft
Equity & RSU
Financial Planning
The $20K leak in a tidy Google salary
Tax planning
Equity comp
Google
Tax Strategy
Equity & RSU
From Series A liquidity to lasting security: transforming shares into a diversified plan
RSU diversification
Goal planning
Portfolio & Investing
Financial Planning
After the IPO, 90% of his net worth was one stock
RSU concentration
Tax planning
Cerebras
Equity & RSU
Tax Strategy
From RSU chaos to clarity: four Meta stories you'll recognize
Goal planning
Tax planning
Meta
Tax Strategy
Financial Planning
His VMware shares became Broadcom shares. Nobody kept the paperwork.
Cost basis
RSU concentration
Broadcom
Equity & RSU
Tax Strategy
He gave away part of his Anthropic stake before anyone could tell him what it was worth.
Charitable giving
IPO planning
Anthropic
Tax Strategy
Equity & RSU
A senior director found a $149,000 tax gap with three weeks to fix it.
Estimated taxes
Charitable giving
NVIDIA
Tax Strategy
Equity & RSU
She contributed 6% to the best deal NVIDIA offers her.
ESPP strategy
RSU concentration
NVIDIA
Equity & RSU
Tax Strategy
His pay looked permanent. The vesting schedule disagreed.
Vesting schedule
Financial planning
NVIDIA
Equity & RSU
Financial Planning