Chelsea Rustek, EA

Latest Posts by Chelsea Rustek, EA

How are Stock Appreciation Rights Taxed?

How are Stock Appreciation Rights Taxed?

Once upon a time, receiving RSUs or participating in an ESPP might’ve felt like hitting the jackpot. But in today’s

ISO Disqualifying Disposition How You Can Minimize Your Taxes

ISO Disqualifying Disposition: How You Can Minimize Your Taxes

Though you may not realize it, tech employees have wealth-building tools at their fingertips. If used strategically, these tools can

stock appreciation rights

How Do Stock Appreciation Rights Work?

Companies are getting more and more competitive (and creative) with their compensation packages to find, attract, and keep skilled professionals.

stripe RSU

Stripe RSU: Here’s How the New Tender Offer Affects Your Money

Stripe’s latest tender offer could mean a major payday for current and former employees holding Stripe RSUs… a welcome change

irs tax trap for tech industry san francisco

How to Avoid the IRS Tax Trap on Stock Options

You could be overpaying your stock options tax without knowing it — even if you have a tax preparer. Here’s

how to calculate alternative minimum tax

How to calculate your alternative minimum tax (AMT): 6 simple steps

Avoid a high alternative minimum tax (AMT) bill by understanding how ISO exercises impact it. Receiving incentive stock options (ISOs)

2024 Tax resolutions

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 tax tips. Now that we’ve

4 ways to accelerate AMT credit

4 Ways to Accelerate Your AMT Credit (with Examples)

If you qualify for the alternative minimum tax credit after exercising ISOs, here’s how to receive the tax reduction faster.

ipo tax withholding

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 tech employee with a looming