by Chelsea Rustek | Nov 7, 2023 | Tax Planning
If you qualify for the alternative minimum tax credit after exercising ISOs, here’s how to receive the tax reduction faster. If you’ve had to pay the alternative minimum tax (AMT) after exercising your incentive stock options (ISOs), you understand how much of a...
by Chelsea Rustek | Oct 10, 2023 | IPO, Tax Planning
How to make an IPO tax withholding selection that works for you. If you’re a tech employee with a looming IPO, you’ve got a potentially life-changing payday to look forward to. But before you get too excited, you need to make some big decisions. No, not about how soon...
by Chelsea Rustek | Sep 5, 2023 | Tax Planning
Prevent a bad tax surprise with this complex type of restricted stock unit. In the vast world of equity compensation, tech employees have a myriad of options (pun intended) to choose from. One of the most common forms of equity compensation is restricted stock units...
by Chelsea Rustek | Jul 25, 2023 | Tax Planning
A disqualifying disposition of incentive stock options over the span of two years can make for an unfavorable tax situation. Here’s what to know before you sell. Though you may not realize it, tech employees have wealth-building tools at their fingertips. If used...
by Chelsea Rustek | Jun 27, 2023 | Tax Planning
You can save money by taking advantage of 2023 EV incentive programs. Here are the rules, restrictions, and how to qualify. From car behemoths vowing to focus on their electric offerings, to California legislation that bans the sale of new gasoline-powered vehicles in...
by Landon Loveall | May 9, 2023 | Tax Planning
You’ve always received refunds, but now all you have is a massive tax bill. What gives? Filing taxes isn’t a springtime highlight for most, but knowing a tax refund is right around the corner certainly sweetens the deal. What happens when tax season is stripped of...