Helping You Make Great Tax Decisions With Your Equity Compensation
We specialize in helping you navigate the tremendous tax planning opportunities of stock options & equity compensation
Stripe Funding Round – Top Three Things to Consider When Selling RSUs
Stripe announced a new Series I funding round on March 15th to provide liquidation for employees that face expiration of their double trigger RSUs. Stripe plans to raise $6.5 billion from a mix of existing and new shareholders. In the announcement, Stripe has...
California Disaster Relief and What It Means for Tax Deadlines
Recently the IRS and California finalized new rules for tax deadlines for much of the state of California. Deadlines for filing and payment have been extended for the following counties: From the IRS tax website: “Following the disaster declaration issued by the...
#1 Tax Trap for Restricted Stock Units (RSUs)
Restricted Stock Units (RSUs) are a popular form of stock option compensation at publicly traded companies. RSUs can be confusing at tax time because of one peculiarity when the shares are sold: The IRS prohibits brokers (like Shareworks, Fidelity, etc.) from...