by Chelsea Rustek | Mar 19, 2024 | Employee Stock Options, Tax Planning
You could be overpaying your stock options tax without knowing it — even if you have a tax preparer. Here’s how to dodge this costly tax trap. Exercising your employee stock options is a good thing. After all, it usually means you’re becoming wealthier and smarter...
by Chelsea Rustek | Feb 20, 2024 | Tax Planning
Avoid a high alternative minimum tax (AMT) bill by understanding how ISO exercises impact it. Receiving incentive stock options (ISOs) has its perks. You can eventually sell them for a potentially life-changing payout. A payout that can be your ticket to financial...
by Chelsea Rustek | Jan 23, 2024 | Tax Planning
Close out your 2023 taxes and set yourself up for a prosperous 2024 with these tax tips. Now that we’ve entered a new year, you’re probably gearing up for a smooth tax season…right? Oh, just me? That’s awkward. You’re probably focused more on new workout regimens,...
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 Chelsea Rustek | Dec 12, 2023 | Tax Planning
Receive up to $10 million tax free when you meet the exemption’s requirements. What if I told you that you could receive $10 million dollars and not pay any taxes on it? You’d be interested, heck we all would be. Fortunately for all of us, that wasn’t a hypothetical...