Tax Warrior Chronicles

Millennial Series: Part VI (2 of 2) – How Employee Stock Options are Taxed

Posted on Tue, Sep 19, 2017

By: Chris Catarino, CPA, MT

 

In our last post, you learned how employee stock options work – strike price, vesting and exercises (not the sweaty gym kind). In today’s post, we’ll explain how the two main employee stock options (ISO’s and NQSO’s) are taxed since nothing is more frustrating than owing a big chunk of tax in April that you were not expecting.

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Millennial Series: Part VI (1 of 2) – How Employee Stock Options Work

Posted on Wed, Sep 06, 2017

By: Chris Catarino, CPA, MT

 

You just graduated and landed a sweet gig at an internet start-up. There’s no dress code, flexible hours and kegs instead of watercoolers. And that’s not all, they’re giving you employee stock options, too! That’s what CEO’s and company founders get – so that’s, like, better than cash…right? Today, we’ll look closely at employee stock options and, later, in part two of this two-part post, how they are taxed.

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Costly Tax Scams Becoming Harder to Unmask – Know the Signs

Posted on Mon, Mar 02, 2015

This time of year many of us are thinking about our tax obligation to Uncle Sam.  On the other hand, some thieves are crafting ways to capitalize on our fears of owing money to the IRS. To combat this, the IRS continues to warn about fake emails, websites and phone calls designed to steal your money and/or identity. These scams rank high on the IRS list of “Dirty Dozen” tax scams for the 2015 filing season.  The more you know, the least likely you are to fall victim to these highly convincing scams. The Tax Warriors® wish to provide guidance on how to identify and avoid these hucksters and protect your identity and bank accounts!

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Online Sales Tax Bill and State Sales Tax Collection Efforts Examined

Posted on Fri, May 17, 2013

 

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