Prevent a bad tax surprise with this complex type of restricted stock unit. In...
Have double-trigger RSUs? An expert says to avoid this tax mistake
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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.
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...
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...
Leaving Your Company? By Hire or Fire – Here Are Your Top 3 Tax Considerations
We’re all seeing it: It feels like every other week there’s another LinkedIn...
What are quarterly estimated tax payments? Should you be paying them?
In my last blog post, I talked about tax withholding. And while withholding...
What Adobe’s Figma Acquisition Means for Employees
(And general acquisition principles for anyone to follow.) Nothing gets me...
Withholding Tax on Stock Options: The Good, The Bad, The Ugly
No one likes an unexpected tax bill. ???? No one. And yet, it happens all the...
When does an 83(b) election make sense?
Most of our advice on this blog surrounds exercising and selling stock options...
Employee Stock Purchase Plan (ESPP) 101: How Does an ESPP Work?
Most people are pretty giddy when they get their first job with a stock...
2022 Tax Prep: NQSO Taxation
I know I might sound like a typical tax accountant here, but…. I hope you’ll...
Clever 2021 Year End Tax Planning Strategies
Death. And taxes. They’re the only two things that are certain in life, and *I...
