Three Mistakes I See Employees With RSUs Make That Cost Them Extra Tax
Restricted Stock Units (RSUs) are one of the most common forms of equity compensation in the tech world. They can […]
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Crypto Tax Basics
New to Crypto? What You Need to Know for Tax Season Cryptocurrency has opened up a whole new world of
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Do You Need Tax Planning? Here Are 7 Situations When It Pays to Talk to a CPA
Tax planning isn’t just for the ultra-wealthy or big corporations. In fact, many individuals and small business owners miss out
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Year-End Tax Checklist for Investors with Complex Portfolios
Year-End Tax Checklist for Investors with Complex Portfolios 📅 Updated for 2025 If you’ve got RSUs, ESPPs, crypto, or multiple
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Equity Compensation & ESPP Tax Reporting: What Records You Need to Keep
If you participate in an Employee Stock Purchase Plan (ESPP), it can be a great benefit, but also a source
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Tax Planning and Equity Compensation: What You Need to Know
Equity compensation, like stock options, RSUs, and ESPPs, can be an incredible opportunity to build wealth, but it can also