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Rally is an AI-native tax platform, saving you thousands of dollars with an year-round tax strategy including planning and filling. Get started today - https://rally.tax

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Beyond W2: Building Wealth for Tech Professionals

Name: Beyond W2: Building Wealth for Tech Professionals
Start: 2025-10-16T17:30:00.000-07:00
End: 2025-10-16T19:30:00.000-07:00
Location: Palo Alto, California

Rally Tax

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Palo Alto, California

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About Event

You work hard for your money — let’s make sure it works for you.

An evening for people in tech who want to make smarter moves with taxes, stock, and wealth.

Learn how top professionals use frameworks like:

💸 RSU tax optimization & 83(b) elections

🏢 QSBS for $10M tax-free startup gains

🌞 Solar & clean-energy credits for 30–40% offsets

💰 CRUTs & Exchange Funds to defer or eliminate capital gains

📈 Compounding frameworks that turn income into long-term wealth

Good food, smart conversations, and ideas that can save you thousands now and millions over time.

Dinner & drinks included. Limited to 50 seats.

About the hosts:

Rally.tax — a YC-backed AI tax platform helping tech professionals pay less in taxes and keep more of what they earn.

TryAlma — Alma provides best-in-class U.S. immigration legal services to individuals and businesses, specializing in a range of visa categories including O-1A, H-1B, L-1, EB-1A, EB-2 NIW, and more. Sign up for a free consultation here - https://www.tryalma.com/get-started

Location

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