Chelsea Rustek, EA

Latest Posts by Chelsea Rustek, EA

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

double trigger rsu tax advice

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 the vast world of equity compensation,

blog-auto-insurance-policy-limit

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 plan won’t fully cover your next accident.

529 plans and secure 2.0 changes

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 2.0 Changes! We all want the

electric vehicle tax credit 2023

Electric Vehicle Tax Credit: What Qualifies & How to Save Money

You can save money by taking advantage of 2023 EV incentive programs. Here are the rules, restrictions, and how to

tax considerations when leaving a company leaving or fired

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 announcement of one company or another downsizing

quarterly tax estimates

What are quarterly estimated tax payments? Should you be paying them?

In my last blog post, I talked about tax withholding. And while withholding can feel heaven-sent for most people, especially

adobe figma acquisition

What Adobe’s Figma Acquisition Means for Employees

(And general acquisition principles for anyone to follow.) Nothing gets me amped up like an acquisition or an IPO. Helping

blog-withholding-tax-stock-options

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 time. Even to smart