Equity Compensation Tax Planning

Emily Williams

Jan 37 min read

Tips to Prep for the 2024 Tax Season

Get every deduction you deserve and maximize your tax refund by prepping now with our essential 2024 tax filing tips.

406 views

Reducing Your Tax Burden: Smart Strategies for High Income Earners

Emily Williams

Dec 18, 20237 min read

Reducing Your Tax Burden: Smart Strategies for High Income Earners

If you earn a high income, smart tax planning strategies like maximizing retirement contributions, investing in real estate, and tax loss ha

93 views

Navigating Estimated Taxes: Everything You Need to Know

John Summers

Nov 21, 20235 min read

Navigating Estimated Taxes: Everything You Need to Know

Estimated taxes are a necessity for over 12 million filers - do you need to pay them?

2,732 views

Explaining Estimated Tax Payments: A Guide for Small Business Proprietors

John Summers

Sep 28, 20235 min read

Explaining Estimated Tax Payments: A Guide for Small Business Proprietors

If you run a business or earn income outside of traditional W-2 employment, chances are you need to pay estimated taxes.

33 views

Getting the Most Out of Your Employee Stock Options: A Guide to Incentive Stock Options

Emily Williams

Aug 31, 20238 min read

Getting the Most Out of Your Employee Stock Options: A Guide to Incentive Stock Options

An incentive stock option (ISO) gives employees the right to purchase company stock at a discounted price, known as the strike price.

9 views

Get Ahead of the Taxman: A Guide to Estimated Tax Payments

John Summers

Jul 4, 20234 min read

Get Ahead of the Taxman: A Guide to Estimated Tax Payments

Missing or underpaying estimated taxes will result in underpayment penalties when you file your return. But several strategies can help...

8 views

Restricted Stock Unit (RSU) Taxation Explained: Rules and Planning Strategies

Emily Williams

Jun 29, 20238 min read

Restricted Stock Unit (RSU) Taxation Explained: Rules and Planning Strategies

With the right planning, RSUs can provide significant income and wealth-building opportunities. But you need to proactively manage tax..

111 views

The Savvy Taxpayer’s Guide to Capital Gains Tax Rates

John Summers

Jun 23, 20237 min read

The Savvy Taxpayer’s Guide to Capital Gains Tax Rates

Being able to earn investment profits taxed at lower capital gains rates rather than ordinary income rates allows you to keep more...

3 views

RSU Tax Rules - 17 Frequently Asked Questions

Emily Williams

Apr 19, 20235 min read

RSU Tax Rules - 17 Frequently Asked Questions

Navigating the tax implications of your employee RSU compensation can be tricky, but proper planning is key to avoiding penalties.

102 views

Demystifying RSUs: A Deep Dive into Tax Implications and Financial Planning Strategies

Emily Williams

Nov 21, 20223 min read

Demystifying RSUs: A Deep Dive into Tax Implications and Financial Planning Strategies

Vesting is a critical aspect of RSUs, affecting both ownership and taxation. When RSUs vest, they are subject to income tax and payroll taxe

12 views

Empowering Financial Growth: The 83(b) Election and Equity Compensation

Emily Williams

Oct 28, 20222 min read

Empowering Financial Growth: The 83(b) Election and Equity Compensation

In the ever-evolving landscape of compensation, equity-based rewards have gained significant traction. Among the intricacies of equity...

10 views

How United Tax Empowered a Tech Employee to Make the Most of Incentive Stock Options

Emily Williams

May 6, 20223 min read

How United Tax Empowered a Tech Employee to Make the Most of Incentive Stock Options

Proactive ISO tax planning with United Tax empowered Erin to navigate complexity, optimize timing, and reap the full wealth-building potenti

26 views

Equity Compensation Taxation Strategies: The Different Types Of Plans And How To Manage Taxes

Emily Williams

Aug 18, 202010 min read

Equity Compensation Taxation Strategies: The Different Types Of Plans And How To Manage Taxes

Given the complexity of equity compensation taxation, it is crucial for employees to approach these packages with careful planning and

14 views