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Tax Planning
Tech Employees Guide to Cash Acquisition Tax Implications
So, your company’s going through a cash acquisition, and you're scared of the...
Fair Market Value vs Cost Basis: What’s the Difference?
Fact: When you start investing, you’re going to learn a lot of new...
Double Trigger RSU Tax: 5 Ways to Avoid a Scary Tax Bill
First of all, if you’ve got a double trigger RSU that are about to settle....
Stock and RSU Offset on Pay Stub: What Does It Mean in 2024?
This is the second in a four-part series about your paystub – what the various...
Cost Basis and RSU: THE Easy-to-Understand Tech Employee’s Guide
When you’ve got stock in a company, it’s normally a really, really good thing....
Mastering Financial Wellness: Ten Essential Strategies for Personal Wealth
Knowing where to focus is the key to success on your journey of financial...
How to Avoid the IRS Tax Trap on Stock Options
You could be overpaying your stock options tax without knowing it — even if...
How to calculate your alternative minimum tax (AMT): 6 simple steps
Avoid a high alternative minimum tax (AMT) bill by understanding how ISO...
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...
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...