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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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:
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Expert guide on filing IRS Section 83(b) elections as a non-US person. Includes 30-day deadline mechanics, TIN/ITIN procedures, AMT implications, and why FEIE won't save you.
Expert guide on equity compensation for remote workers: multi-state tax considerations. Covers tax implications, strategies, IRS rules, and practical examples for tech employees and expats.
Expert guide on equity compensation tax planning for international employees. Covers tax implications, strategies, IRS rules, and practical examples for tech employees and expats.
Expert guide on stock options for non-us employees: sourcing rules explained. Covers tax implications, strategies, IRS rules, and practical examples for tech employees and expats.
Guide to tax implications when relocating with stock options and RSUs. Covers state sourcing rules, international moves, exit taxes, and planning strategies for tech professionals.
Moving states while earning RSUs, NSOs, or ISOs can create multi-state wage allocation problems. Learn sourcing concepts, why your payroll state may not match where you lived on vest day, and how to document days for auditors.