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Chelsea Rustek

Tax Manager

Chelsea is an Enrolled Agent (EA), working in the taxation field since 2014. Chelsea is also an Equity Compensation Associate (ECA) through Santa Clara University, she brings advanced tax knowledge in equity compensation to our team. Chelsea’s expertise encompasses various stock option compensations, IPOs, and tax planning, allowing her to work closely with financial advisors to mitigate tax risks and burdens for our clients.

Credentials

  • Enrolled Agent (EA) with the IRS
  • Equity Compensation Associate (ECA) via Santa Clara University
  • In tax practice since 2014
  • Specializes in RSU, ISO, NSO, ESPP, and QSBS tax reporting, plus AMT planning for early-stage option exercises

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Chelsea Rustek's Latest Posts

10 Million Tax Exclusion

How QSBS Works: The $10 Million Tax Exclusion Explained

QSBS has a $10 million tax exclusion of gain from federal tax on a startup exit. Here's how the rules
QSBS 5 Year Rule Before IPO

When Do You Qualify for QSBS Before an IPO? (5-Year Rule Explained)

Timing is everything so learn when to exercise stock options before IPO. Here's a guide to understand the tricks and
QSBS Exclusions in Community Property States

Maximizing QSBS Exclusions in Community Property States

Not sure whether deferred compensation, a Roth IRA, or 401k makes sense for you? Learn how tech professionals use each