by Chelsea Rustek | Sep 5, 2023 | Tax Planning
Prevent a bad tax surprise with this complex type of restricted stock unit. In the vast world of equity compensation, tech employees have a myriad of options (pun intended) to choose from. One of the most common forms of equity compensation is restricted stock units...
by Chelsea Rustek | Jul 25, 2023 | Tax Planning
A disqualifying disposition of incentive stock options over the span of two years can make for an unfavorable tax situation. Here’s what to know before you sell. Though you may not realize it, tech employees have wealth-building tools at their fingertips. If used...
by Chelsea Rustek | Jun 27, 2023 | Tax Planning
You can save money by taking advantage of 2023 EV incentive programs. Here are the rules, restrictions, and how to qualify. From car behemoths vowing to focus on their electric offerings, to California legislation that bans the sale of new gasoline-powered vehicles in...
by Landon Loveall | May 9, 2023 | Tax Planning
You’ve always received refunds, but now all you have is a massive tax bill. What gives? Filing taxes isn’t a springtime highlight for most, but knowing a tax refund is right around the corner certainly sweetens the deal. What happens when tax season is stripped of...
by Chelsea Rustek | Mar 23, 2023 | Tax Planning, Tech Industry
The company’s private equity deal gives current and former employees who hold restricted stock units a big payday. It’s generally been a dry season for IPOs, with companies’ internal valuations falling lower by the bell ring. Whenever we see a possible IPO, it somehow...
by KBFA Team | Feb 28, 2023 | Tax Planning
Key Takeaways Your tax credit is an asset Use the credit to reduce your tax, don’t use tax to reduce the credit File form 8801 every year until you’ve used all credits To effectively manage your credit is to effectively manage all related financial decisions Invest in...
