Five Tax Reduction Tools for Tech Employees

Five tools that tech employees can use to pay less in taxes over their lifetime as they navigate life's transitions. Some of these opportunities will likely only exist for a limited time!

Created by Andy Moran, who has:

  • Worked in tech for nearly a decade
  • Passed the Certified Financial Planner exam
  • Personally harvested over $100,000 of capital gains tax-free
  • Helped several clients in tech pay less in taxes since launching their firm in March 2023
  • Been featured in USA Today, MSN Money, U.S. News & World Report, AP News, WealthManagement.com, Wealth of Geeks, and the Sabbatical Project