Qualified Small Business Stock, Explained
Qualified Small Business Stock (QSBS) is a powerful tax benefit that allows you to exclude gain on the sale of a business interest. It’s a single section of the tax code, but it is deceptively
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Should you sell your RSU’s as they vest?
When RSU’s vest, a common question is what do you do with the stock. Do you keep them to stay invested in your employer? Are there any tax reasons to stay invested? Are there any
Restricted Stock Units, Explained
Restricted Stock Units (RSU’s) are a fairly simple concept. Your employer gives you a unit and if you stay employed long enough the unit turns into a share of the company’s stock. However, it’s important
Can you elect Section 83(b) for stock options?
If your employer grants you stock as part of your compensation package, electing section 83(b) can change how the stock is taxed. Normally you get taxed on employer granted stock based on its value when
Incentive Stock Options, Explained
There are two types of employee stock options: incentive stock options and non-qualified stock options. Incentive stock options (abbreviated “ISO’s”) are sometimes called “statutory” or “qualified” options because they come with tax benefits that non-qualified
Should you follow the 4% Rule in Retirement?
In retirement planning there is something called “The 4% Rule”. It’s often misunderstood and misquoted. The basic idea is often stated this way: during retirement, the amount that you can safely withdrawal from you savings
Eight Ways to Save Taxes When Selling A Business
If you’re a founder of a successful company, you may wonder how to save taxes when you sell the business. If you are living in a high-tax state like California, this is a common concern.
Investing During Inflation
Table of Contents If you’ve shopped anywhere or even just watched the news no doubt you have seen that inflation has increased. A recent CNBC article reports that inflation increased 6.8% in November of 2021
Tax Benefits for Vacation Homes
If you own a primary residence, you receive a number of tax benefits. Mortgage interest deductions. Capital gains tax exclusion when you sell the home. Do you get the same benefits for your vacation home?