Client Stories
From equity planning to family goals, explore how clients turned ambition into achievement with Alphanso.
By company
By company
By situation
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Tax-loss harvesting
She made $400K a year at Meta. Her RSUs were underwater. Here's what changed.
No items found.
No items found.
RSU concentration
A Google engineer's biggest win quietly became his biggest risk
Google
Equity & RSU
Tax Strategy
Layoffs & H1B Planning
Laid off from Meta on an H1B. Here's the financial plan we built in 60 days.
Meta
Liquidity Events
.webp)
IPO Planning
How a Cerebras Engineer Turned a $48B IPO Into a Real Financial Plan
Cerebras
Liquidity Events
Tax-optimization
Unwinding $1.6M of concentrated RSU stock without a tax shock
Amazon
Equity & RSU
Tax Strategy
Cross-border taxation
Retiring across two countries: a Roth ladder for an NRI couple
No items found.
Retirement & Business
Tax Strategy
Acquisition
An engineer turned a $4M acquisition payout into a 30-year plan in 90 days
No items found.
Liquidity Events
Wealth Planning
Career Transition
Tax Planning
He switched from Microsoft to Meta mid-year. His tax bill didn't have to be a surprise.
Amazon
Meta
Liquidity Events
Tax Strategy
Tax Optimization
Vikram had a "simple" setup. It was quietly costing him $18,000 a year.
Microsoft
Tax Strategy
Tax Reduction
S-Corp & Retirement Planning
A doctor earning $600K finally stopped overpaying the IRS
No items found.
Tax Strategy
Retirement & Business
RSU Diversification
Tax Planning
An Amazon engineer stopped sitting on $400K of company stock and finally slept.
Amazon
Equity & RSU
Estimated Tax Payments
Taxes
From RSU windfall to penalty-proof paychecks
Meta
Equity & RSU
Tax Strategy
Portfolio Diversification
Goal Planning
From Series A liquidity to lasting security: transforming shares into a diversified plan
No items found.
Liquidity Events
Wealth Planning
Cross-Border Taxes
Tax-Loss Harvesting
From paycheck to runway: preserving wealth in a founder's first year
Microsoft
Retirement & Business
Wealth Planning
Roth Conversions
Cashflow
How a Google alum turned a lean founder year into a $100K tax win.
Google
Tax Strategy
Retirement Planning
RSU Planning
Here's how a Meta PM went from RSU rollercoaster to FIRE at 45.
Meta
Retirement & Business
Wealth Planning
