What You Should Know About Double-Trigger RSUs

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CRTs: The Mr. Hyde of Charitable Trusts

In a previous blog post, we discussed how charitable lead trusts (CLTs) could be used to gain a large tax deduction, offset other capital gains, and fund philanthropic interests. However, that is just one side of the charitable trust world; charitable remainder trusts ...

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What You Should Know About Double-Trigger RSUs

In the nascent days of a startup, stock options are the norm. Early employees can expect access to Incentive Stock Options (ISOs), and Nonqualified Stock Options (NSOs), which are leveraged type options that can make someone very wealthy, very quickly. But as a company ...

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The Importance of 83b - Part III - ISO's

In Part I of “The Importance of 83b”, we did a survey of the 83b election, and discussed in what context the election made sense when it came to Restricted Stock Awards (RSAs). In Part II, we looked at examples of 83b elections for RSAs. In this third part, we’ll ...

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Stock Options and Taxes – An Introduction

As the number of start-ups hit new heights in the Silicon Valley, and various companies are utilizing equity to help attract, retain, and motivate skilled workers, the term Incentive Stock Option is becoming more and more common in employment contracts.  Although many ...

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ISOs – The Importance of 83(b) Pt. 2

The importance of 83b – Part II – RSA Examples In Part I of “The Importance of 83b”, we did a survey of the 83b election, and discussed in what context the election made sense when it came to Restricted Stock Awards (RSAs). In this post, we are going to go through some ...

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ISOs – Stock Options and Taxes

As we sign on the dotted line and say yes to a job offer, many of us do not completely comprehend the full effect of what we are signing.  Aside from income tax on the base salary, we often overlook the tax consequences caused by the other big variable—stock ...

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The Importance of 83b - Part I - RSA's

Most people have heard of the famous Internal Revenue Code sections 401(k), 403(b), 121, and 1031, yet there are a few that tend to slip under the radar for most taxpayers. One code section that has a meaningful impact on a taxpayer’s return is 83(b). At its most basic ...

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