by Jim Brightman | Jan 9, 2024 | Employee Stock Options, Tax Planning
If the value of your company’s stock declined significantly after you exercised Incentive Stock Options (ISO), you may have a tax problem. Here is a strategy for avoiding AMT on ISO stock options when the stock price falls. Did you exercise and hold? A common strategy...
by Jim Brightman | Jan 5, 2024 | Employee Stock Options, Tax Planning
Non qualified stock options (NSO) are one of three types of stock options commonly received by tech employees in San Francisco. Incentive stock options (ISO) and restricted stock units (RSU) are the others. None of the three are taxable when granted, but that’s where...
by Jim Brightman | Aug 23, 2022 | Tax Planning
We know the IRS loves to make sure they get their fair share of taxes… So is it ~really~ true that they’d allow 100% tax exclusions on anything? Especially investments?!? Believe it or not… yes! Owners of qualified small business stock (QSBS) can be eligible for...
by Jim Brightman | Aug 29, 2018 | Building Wealth, Financial Planning, San Francisco, Tax Planning
Here’s what you need to know about the tax breaks for business owners and self employed persons — specifically, what you need to know about the Section 199A deduction. Regulations issued August 8, 2018 – New regs were issued to provide guidelines...
by Jim Brightman | Aug 10, 2018 | Financial Planning, Tax Planning
What if I told you there was a way to pay zero dollars in capital gains tax if you sold qualified small business stock? It might sound crazy, but there’s a little-known provision in the Internal Revenue Code that you could potentially use to your advantage. That...