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

pre-IPO guide for employees

Surprise! Your company just announced an IPO. Congrats! You know in theory you’re about to come into a lot of money… but how do you get your hands on it? Will you have to hand 50% of it over to the IRS in taxes? Or can you finally buy the house you’ve been wanting for […]

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

What Is a CP2000 IRS Notice

A random, unexpected letter from the IRS is never something you want to receive — especially when that letter is a CP2000 notice, informing you that you owe them money. (Money beyond what you’ve already paid in taxes after filing your return and paying the bill in full.) The way the IRS communicates often makes […]

QSBS Exemption Requirements: 100% Exclusion of Capital Gains

qsbs exemption requirements

What if I told you that you could receive $10 million dollars and not pay any taxes on it? You’d be interested, heck we all would be. Fortunately for all of us, that wasn’t a hypothetical question. It’s very much a real thing. The IRS offers the qualified small business stock (QSBS) exemption. This exemption […]