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Chelsea Rustek, EA

Latest Posts by Chelsea Rustek, EA

10 Million Tax Exclusion

How QSBS Works: The $10 Million Tax Exclusion Explained

QSBS has a $10 million tax exclusion of gain from federal tax on a startup exit. Here's how the rules
QSBS 5 Year Rule Before IPO

When Do You Qualify for QSBS Before an IPO? (5-Year Rule Explained)

Timing is everything so learn when to exercise stock options before IPO. Here's a guide to understand the tricks and
QSBS Exclusions in Community Property States

Maximizing QSBS Exclusions in Community Property States

Not sure whether deferred compensation, a Roth IRA, or 401k makes sense for you? Learn how tech professionals use each
Year-End Equity Tax Checklist

Year-End Equity Tax Checklist for Tech Professionals

Make smart year-end tax moves before new 2026 rules hit. Our equity tax checklist helps tech professionals lower taxes, optimize
Selling A Startup

Tax Moves for Founders 12 Months Before Selling A Startup

Follow this founder’s timeline to selling a startup so you can organize your taxes, protect profits and set yourself up
Guide to 83b Election

The Founder’s Guide to Filing an 83(b) Election

Find out how receiving and filing your founder shares can save you taxes with this guide to 83b election.
new tax bill for founders and tech professionals

How The New Tax Bill Affects Tech Professionals

Read the effect of the new tax bill for founders and tech professionals, what it means and how to turn
QSBS Worth It

Is QSBS Worth It?

Is QSBS worth it for your business? Discover how much you could save and the key changes that might impact
Qualified Small Business Stock in California

Qualified Small Business Stock in California: What You Need to Know in 2025

Understand how qualified small business stock in California is taxed and what you can do about it.