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Category: RSU

RSU

AMT calculation for ISO and NSO exercises

Case Study: How to Calculate AMT on ISOs & NSOs: Equity Compensation Tax Guide

Leave a Comment / Compensation & Benefits Consulting, Individual Tax, RSU /

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 […]

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Understanding RSUs: What You Need to Know About Restricted Stock Units

RSU, Start-Up, Tax & Business /

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

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RSU_Equity_101

EQUITY COMPENSATION 101: RSUS (RESTRICTED STOCK UNITS

Individual Tax, Investment, Others, RSU, Start-Up, Tax & Business /

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

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RUS

How do I verify capital gain for ESPP and RSU?

Business Tax Consulting, ESPP, Individual Tax, RSU, Tax & Business /

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 »

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