If you held shares affected by the Scale AI Meta transaction, you may have received a large Form 1099-DIV. Here is what that cash payment means for your taxes, in plain terms. What we’re seeing with the Scale AI Meta transaction This tax season, we’ve worked through many cases involving transactions like the Scale AI
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 »
Updated October 2026 with the 2026 AMT amounts under the 2025 federal tax law. 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) leaves you with a surprise bill. In this Silicon Valley case
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
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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 »
Restricted stock units (RSUs) are one of the most common ways companies share ownership with employees. If you work at a public company or a late-stage startup, you may already have them. This guide explains how restricted stock units work, how they are valued and how they are taxed. Restricted stock units at a glance
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 »
