What’s The Difference between RSUs and Stock Options?
Learn the difference between RSUs and stock options to maximize gains and avoid overpaying on taxes.
Why TurboTax Doesn’t Work for Tech Professionals
Is TurboTax for tech professionals the right choice? Optimize your taxes and keep your finances on track!
Why Tech Professionals Face RSU Tax Underwithholding Issues (and How to Fix It)
Struggling how to fix RSU tax underwithholding issues? Learn how to fix it and avoid future headaches with this guide!
Pre-IPO Guide for Employees: 5 Steps for RSU, Stock Options, Tax
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
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
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 […]
Alternative Minimum Tax ISO: How Does It Work
Alternative minimum tax (AMT) on Incentive Stock Options, or ISO, is so confusing. You don’t receive any cash when you exercise ISO and pay ordinary income tax when you exercise your options. But you could have to pay the alternative minimum tax. Here is what you need to know now. Alternative Minimum Tax on ISO […]
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 you sold qualified small business stock? It might sound crazy, but there’s a little-known provision in the Internal Revenue Code that you could potentially use as a small business capital gains exemption. That provision is IRC Section […]
Angel and Startup Investment Fund K1 for Investors
In the world of startups, “angel investing” has become a pretty sexy term… for a number of reasons. One, when a startup gets an angel investor to back their business, it usually means the founders can eat something other than rice and pinto beans, and the company has a much higher chance of success. Two, […]