You could be overpaying your stock options tax without knowing it — even if...
How to Avoid the IRS Tax Trap on Stock Options
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More Posts by
Chelsea Rustek, EA
Chelsea’s background includes stock option compensation ranging from mergers & acquisitions, Restricted Stock Options, Incentive Stock Options, Employee Stock Purchase Plans and Non-Qualified Stock Options. In addition, she is familiar with IPOs for many companies and can help clients to plan for these large tax events. Her advanced knowledge of these topics help clients with their tax preparation and planning. Working hand and hand with the financial advisors to mitigate tax risks and burdens, makes her unique to our firm.
How to calculate your alternative minimum tax (AMT): 6 simple steps
Avoid a high alternative minimum tax (AMT) bill by understanding how ISO...
New year, new tax goals: 4 ways to meet your 2024 tax resolutions
Close out your 2023 taxes and set yourself up for a prosperous 2024 with these...
QSBS Exemption Requirements: How To Qualify For This Tax Incentive
Receive up to $10 million tax free when you meet the exemption’s requirements....
4 Ways to Accelerate Your AMT Credit (with Examples)
If you qualify for the alternative minimum tax credit after exercising ISOs,...
Tech IPO tax planning: Should you select 22% or 37% withholding?
How to make an IPO tax withholding selection that works for you. If you’re a...
Have double-trigger RSUs? An expert says to avoid this tax mistake
Prevent a bad tax surprise with this complex type of restricted stock unit. In...
You’ll want to take a close look at your car insurance plan after reading this
Not all auto coverage limits are created equal. There’s a good chance your...
Disqualifying Dispositions: How You Can Minimize Your ISO Taxes
A disqualifying disposition of incentive stock options over the span of two...
Secure Your Loved Ones’ Future: 529 Plans & Secure 2.0 Changes for Educational Expenses
How can I help my loved ones with educational expenses? 529 Plans & Secure...
Electric Vehicle Tax Credit: What Qualifies & How to Save Money
You can save money by taking advantage of 2023 EV incentive programs. Here are...
Stripe Employees: Here’s How the Fintech’s Liquidity Deal Affects Your Money
The company’s private equity deal gives current and former employees who hold...
