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Tax Planning
What Is a CP2000 IRS Notice? Plus, Response Letter Sample
A random, unexpected letter from the IRS is never something you want to...
Alternative Minimum Tax ISO: How Does It Work
Alternative minimum tax (AMT) on Incentive Stock Options, or ISO, is so...
QSBS Exemption Requirements: 100% Exclusion of Capital Gains
What if I told you that you could receive $10 million dollars and not pay any...
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...
Angel and Startup Investment Fund K1 for Investors
In the world of startups, “angel investing” has become a pretty sexy term… for...
5 Lessons Learned from Missing Cost Basis
How do you calculate missing cost basis? What lessons can you learn? What...
QSBS Stacking, Packing, and Rollovers: Choose the right fit for you
If you were around when a corporation was still small but it’s become large...
How are Stock Appreciation Rights Taxed?
In the past, simply having RSUs or an ESPP might have made you all starry-eyed...
ISO Disqualifying Disposition: How You Can Minimize Your Taxes
Though you may not realize it, tech employees have wealth-building tools at...
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...