Jim Brightman, CPA

Latest Posts by Jim Brightman, CPA

Pre-IPO Guide for Employees 5 Steps for RSU Stock Options & Tax

Pre-IPO Guide for Employees: 5 Steps for RSU, Stock Options, Tax

Surprise! Your company just announced an IPO. Congrats! You know in theory you’re about to come into a lot of

What Is a CP2000 IRS Notice Plus, Response Letter Sample

What Is a CP2000 IRS Notice? Plus, Response Letter Sample

A random, unexpected letter from the IRS is never something you want to receive — especially when that letter is

Small Business Capital Gains Exemption Sell QSBS, Pay Zero in Capital Gains Tax

Small Business Capital Gains Exemption – Sell QSBS, Pay Zero in Capital Gains Tax

What if I told you there was a way to pay zero dollars in capital gains tax if you sold

QSBS Stock Options Qualified Small Business Stock and 100% Tax Exclusions

QSBS Stock Options: Qualified Small Business Stock and 100% Tax Exclusions

*New enhancements for QSBS apply after July 4, 2025. Refer to How Does QSBS Work (2025 Edition) for more. We

ISO AMT Tax What You Need to Know

ISO AMT Tax: What You Need to Know

ISO AMT tax is a real doozy. In fact, a lot of people are still confused about what it all

Strategy for avoiding AMT on ISO stock options

Avoiding AMT on ISO stock options if your company’s stock drops

If the value of your company’s stock declined significantly after you exercised Incentive Stock Options (ISO), you may have a

non qualified stock options for tech industry san francisco

Everything You Need to Know About Non-Qualified Stock Options in San Francisco

Non qualified stock options (NSO) are one of three types of stock options commonly received by tech employees in San

tax breaks for former employees

Pass Through Income and the Section 199A Deduction

  Here’s what you need to know about the tax breaks for business owners and self employed persons — specifically,

83i election tax break financial planners

The New 83(i) Election for NQSOs and RSUs Can Be a Big Tax Break

When Congress passed the Tax Cuts and Jobs Act in December 2017, one of the new features introduced to the