Companies are getting more and more competitive (and creative) with their...
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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.
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...
Angel Investment Funds & Their Tax Curveball
In the world of startups, “angel investing” has become a pretty sexy term… for...
QSBS Tax Treatment & Stock Exemption: How do you use it?
If you were around when a corporation was still small but it’s become large...
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...
How are Stock Appreciation Rights (SARs) Taxed?
We’ve all heard of the great resignation, and while it’s a bummer for...