Flex Tax and Consulting Group (FTCG)
Selling RSUs or ESPP Shares Without a Tax Plan: How to Avoid Overpaying the IRS Equity compensation can be a powerful wealth-building tool — but without careful tax planning, it often becomes a hidden tax trap.Every year, we meet clients who thought selling their company stock was simple: “I’ll just sell my RSUs when they […]
Selling RSUs or ESPP Shares Without a Tax Plan: How to Avoid Overpaying the IRS Read More »
Navigating the tax implications of exercising Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs) can be one of the most stressful parts of an equity compensation package, especially when the Alternative Minimum Tax (AMT) might leave you with a surprise bill. In this real-world Silicon Valley case study, we walk through exactly how we
Case Study: How to Calculate AMT on ISOs & NSOs: Equity Compensation Tax Guide Read More »
Restricted Stock Units (RSUs) are a common form of equity compensation, especially in the tech and startup sectors. If you’re based in California—particularly in the Bay Area—RSUs may play a significant role in your overall compensation package. At Flex Tax and Consulting Group, we regularly advise clients in San Francisco, Castro Valley, and throughout the
Understanding RSUs: What You Need to Know About Restricted Stock Units Read More »
RSU: Two reasons to sell the shares as soon as the RSU vest are: If you were paid a cash bonus, you wouldn’t use the money to buy company stock. So turn the stock bonus into cash by selling the shares immediately. You need to save for short-term goals (e.g., a down payment). It’s better
RSU: WHAT SHOULD I DO WITH COMPANY STOCK? Read More »
Equity Compensation Summary Restricted stock units (RSUs) are one way for companies to grant shares of company stock to employees. The term “restricted” refers to the vesting schedule, or the specified period that must elapse before you’re paid the shares of stock. You pay taxes on the value of the RSUs at vesting. You pay
EQUITY COMPENSATION 101: RSUS (RESTRICTED STOCK UNITS Read More »
What are restricted stock units (RSUs)? When companies offer equity to employees, they usually offer stock options (like ISOs or NSOs) or restricted stock units (RSUs). You typically don’t get to choose which type of stock you receive; instead, what you receive depends on your role and the size, stage, and preferences of your company. But regardless of
How do I verify capital gain for ESPP and RSU? Read More »
