Editorial Standards

At Citrine Capital, we are committed to providing clear, trustworthy financial content that reflects both technical accuracy and real-world insight. Our goal is to empower readers with useful information - while remaining transparent about the limits of our content.

Our Editorial Standards

We understand that financial decisions - especially around taxes, equity compensation, retirement planning, and Bitcoin - can have significant consequences. That’s why our team follows a rigorous content review process focused on:

  • Accuracy: We review articles for content accuracy using reputable sources such as IRS publications, peer-reviewed research, and up-to-date regulatory guidance.

  • Expert Oversight: CFP® and CPA professionals review content, bringing decades of combined experience advising founders, tech professionals, and business owners.

  • Clarity: We aim to explain complex topics in a way that is understandable, while still grounded in technical accuracy.

  • Timeliness: We routinely update our content to reflect changes in tax law, financial regulations, and planning strategies - especially those affecting stock options, retirement vehicles, and Bitcoin.

Important Disclaimer: All written content on this site is for informational purposes only and should not be construed as personalized financial, tax, or legal advice. All information or ideas provided should be discussed in detail with a financial advisor, accountant, or legal counsel prior to implementation.

Who Reviews Our Content?

Our in-house advisory team members create and review content from direct client-facing experience, including:

  • CERTIFIED FINANCIAL PLANNERS™ (CFP®) experienced in equity compensation, retirement strategies, and long-term wealth planning.

  • Certified Public Accountants (CPA) with specialized knowledge in multi-state taxation, IRS procedures, and high-net-worth planning.

This ensures that our articles reflect the types of real-world scenarios our clients face, not just theoretical information.

In addition to our internal expertise, we regularly consult with attorneys, real estate professionals, and licensed insurance agents as part of our research process. While these professionals may inform our understanding of technical and regulatory topics, their input does not constitute legal, real estate, or insurance advice, nor do they formally review or endorse the content unless explicitly stated.

How Often Do We Review Content?

We review our content periodically, especially if there are changes in tax regulations, planning strategy, or investment strategy.

Our Commitment

Our goal is not to publish generic advice, but to provide information that reflects the standards of care we apply in client relationships - clear, thoughtful, and grounded in real-world complexity.

We believe in full transparency - both in our content and in the way we work with clients. If you’re looking for trusted, personalized financial guidance, we invite you to connect with our team and see how we can help.