Category: Stock Compensation

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year end tax strategies

15 Simple Year-End Tax Planning Strategies (2020)

A lot has occurred in 2020 that could impact your tax planning. Regardless of the chaos that has occurred, there are still huge tax strategies you may implement before the end of the year. Here are 15 Simple Year-End Tax Planning Strategies that can help you control your taxes. (This list is a quick overview with basic information on each scenario. I completed additional strategy guides that dig into some of the more complex strategies…
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October 6, 2020 0
Restricted stock unit RSU coding podcast

De-Coding RSUs (Restricted Stock Units)

De<Coding> RSUs Video Option RSUs are a popular form of tech employee benefits and can make up a huge portion of your income. In this episode, I cover the basics and advanced strategies: What are RSUs RSU Grants How are RSUs Taxed Risks of RSUs How to Determine Your Risk Level Strategies: New RSUs Strategies: Old RSUs Advanced RSU Strategies YouTube LinkRelated Resources:RSU Strategy GuideRSU Tax Calculator Non-Qualified Stock Options Vs RSUs


October 10, 2019 0
15 tax planning strategy cover

15 Simple Year-End Tax Planning Strategies (2019)

You may have heard that the tax reform that was passed at the end of 2017 had a dramatic impact on tax filers. Although most people benefited from lower taxes than in previous years, there are still key strategies that are relevant to review as you prepare for the end of the year. I will layout 15 simple year-end tax planning strategies that range from maximizing your tax efficiency, tax reduction, tax neutral, and possibly…
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October 3, 2019 0