Expert Tax Guides

Technical deep-dives on equity compensation taxation

Our comprehensive guides cover every aspect of stock options taxation, including RSU (Restricted Stock Units), ISO (Incentive Stock Options), NSO (Non-Qualified Stock Options), ESPP (Employee Stock Purchase Plans), 83(b) elections, and international tax planning strategies for tech professionals with equity compensation.

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Showing 6 guides in Strategies & advanced topics

QSBS Exclusion: The $10M Tax-Free Startup Exit

Expert guide on qsbs exclusion: the $10m tax-free startup exit. Covers tax implications, strategies, IRS rules, and practical examples for tech employees and expats.

Section 1202 QSBS Exclusion: The $10M Tax-Free Startup Exit Strategy

Expert guide on Section 1202 QSBS exclusion: the $10M tax-free startup exit strategy. Covers QSBS requirements, holding periods, exclusion percentages, and practical examples for tech employees and startup investors.

Tax-Loss Harvesting with RSUs and Stock Options

Expert guide on tax-loss harvesting with rsus and stock options. Covers tax implications, strategies, IRS rules, and practical examples for tech employees and expats.

Tax Season 2026: How to Report RSUs, ISOs, ESPPs, and Stock Options on Your Tax Return

Step-by-step guide to reporting equity compensation on your 2025 tax return. Covers Form 8949, Schedule D, cost basis corrections, W-2 codes, Forms 3921/3922, AMT Form 6251, and the most common filing mistakes for RSUs, ISOs, ESPPs, and NSOs.

Cost Basis for Equity Compensation: How to Avoid Double Taxation on Your Tax Return

Expert guide on calculating correct cost basis for RSUs, ISOs, NSOs, and ESPPs. Learn why your 1099-B is wrong, how to use Form 8949 adjustment codes, and how to fix already-filed returns to avoid paying tax twice on equity compensation income.

Form 1099-B and Stock Compensation: What to Do

Simple guide to Form 1099-B when you have stock options or RSUs. Learn why the cost basis might be wrong, how to fix it, and avoid double taxation.

4 min read

Understanding Stock Options Taxation

Equity compensation is a significant part of total compensation for tech professionals, but the tax implications can be complex. Our guides cover the essential topics including:

RSU Taxation - How Restricted Stock Units are taxed at vesting and strategies to optimize withholding
ISO vs NSO - Comparing Incentive Stock Options and Non-Qualified Stock Options tax treatment
83(b) Elections - When to file and the potential tax savings from early exercise elections
AMT Planning - Managing Alternative Minimum Tax exposure from ISO exercises
State Taxes - Understanding California tail tax and multi-state taxation rules
International Planning - Tax implications of relocating with equity compensation