Surprise! Your company just announced an IPO. Congrats! You know in theory...
Pre-IPO Guide for Employees: 5 Steps for RSU, Stock Options, Tax
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More Posts by
Jim Brightman, CPA
Jim Brightman has been a CPA in San Francisco since 1998 and received his masters in taxation at Golden Gate University. Jim specializes in stock option tax strategies, including AMT considerations and optimizing long-term capital gains. He has substantial experience developing tax-efficient ways to handle the timing of exercise and sale of vested stock options.
What Is a CP2000 IRS Notice? Plus, Response Letter Sample
A random, unexpected letter from the IRS is never something you want to...
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...
QSBS Stock Options: Qualified Small Business Stock and 100% Tax Exclusions
We know the IRS loves to make sure they get their fair share of taxes… So is...
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...
Avoiding AMT on ISO stock options if your company’s stock drops
If the value of your company’s stock declined significantly after you...
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...
Pass Through Income and the Section 199A Deduction
Here’s what you need to know about the tax breaks for business owners...
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...
How the Tax Reform Bill Will Impact You
Plus steps to take now The impact of new tax legislation will vary by Taxpayer...
How to Maximize the Tax Benefit of Having Kids
Kids are expensive. We know. Many of our clients have young children. One of...
How to Save $420,000 in Taxes
Want to know how to save $420,000 in taxes on stock options? File the 83(b)...
