Technical deep-dives on equity compensation taxation
Our comprehensive guides cover every aspect of stock options taxation, including RSU (Restricted Stock Units), ISO (Incentive Stock Options), NSO (Non-Qualified Stock Options), ESPP (Employee Stock Purchase Plans), 83(b) elections, and international tax planning strategies for tech professionals with equity compensation.
Expert guide on California's source-based taxation of equity compensation after relocation. Learn the FTB allocation formula, safe harbor strategies, and how to minimize your tax exposure when leaving California.
Everything tech employees need to know about RSU taxation: when you're taxed, how much to expect, withholding strategies, cost basis tracking, and common mistakes to avoid.
Expert guide on filing IRS Section 83(b) elections as a non-US person. Includes 30-day deadline mechanics, TIN/ITIN procedures, AMT implications, and why FEIE won't save you.
Expert comparison of Incentive Stock Options (ISO) vs Non-Qualified Stock Options (NSO). Includes tax treatment at exercise and sale, the $100K ISO limit, AMT implications, holding period rules, and strategies for tech employees and expats.
Equity compensation is a significant part of total compensation for tech professionals, but the tax implications can be complex. Our guides cover the essential topics including: