


Top Tax Considerations During a Layoff
As Google, Microsoft, Amazon and Salesforce announce a new round of 22,000 layoffs, many are worried about their employment or have already been impacted by job loss. For those that have lost jobs, you certainly may not be thinking about tax considerations. Who could...
Should I Sell My Restricted Stock Units (RSUs)?
Clients often ask us how to handle Restricted Stock Units (RSUs) and what the tax consequences are. Let’s review why selling your RSUs as soon as they vest is often the best option. The Basics RSUs are a form of equity compensation. Companies offer RSUs to their...
Tax Considerations for Investments in FTX
So you had an investment in the FTX cryptocurrency exchange? Now that we’ve watched the spectacular collapse and bankruptcy filing, you may be wondering what all this means for tax purposes. Can we turn this loss into something that will lower your tax bill? Spoiler...
The Avalanche of Form 1099-K
*1/5/23 UPDATE: The IRS has announced a delay in implementation for the new $600 reporting threshold. While these rules won’t be in effect for the 2022 tax year, the IRS has indicated that they intend to make them effective for 2023.* What is Form 1099-K and...
What is “Married Filing Separate”?
So, what is Married Filing Separate and how can it lower your tax liability?