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“Stock Options”

Why RSUs Cause a Surprise Tax Bill

26 January 2023

By: Joe Ferreira, Sam Marshall, Jack Rabuck “A person doesn’t know how much he has to be thankful for until he has to pay taxes on it.” —Ann Landers Another year has passed, and with the ch...

Concentrated Stock Management Techniques

21 July 2022

By: Jack Rabuck, Sam Marshall, Joe Ferreira “The more money you make the more problems you get.” —Christopher Wallace (1997) Having a concentrated stock problem won’t get you a lot of sympathy. ...

6 Factors to Consider Before Exercising Your ISOs

16 May 2022

By: Joe Ferreira, Sam Marshall, Jack Rabuck “The best time to plant a tree was 20 years ago. The second-best time is now.” —Chinese Proverb It’s doubtful that whoever said that was talking a...

Stock Option Basics - What Is an ISO?

16 May 2022

By: Joe Ferreira, Sam Marshall, Jack Rabuck Stock options are a great way to create alignment between companies and their employees. If the company succeeds, its stock price should appreciate, whi...

How to Sell RSUs and Pay No Additional Taxes!

16 May 2022

By: Joe Ferreira, Sam Marshall, Jack Rabuck The world of corporate stock and stock options can be confusing and full of jargon. One such piece of jargon is the acronym “RSU,” short for “Restricted...

The Magic ISO Exercise Window

25 January 2022

By: Joe Ferreira, Jack Rabuck, and Sam Marshall, CPA Every New Year’s Day, an opportunity arises for employees at public companies (or those with liquid secondary markets) with highly appreciated ...

04 June 2021

By: Steven Weintraub Saturday Night Live once produced a popular skit called “The Californians” featuring Bill Hader, Fred Armisen, and Kate McKinnon. It poked fun at all things California, but es...

Employee Stock Purchase Plan (ESPP)

04 May 2021

“Right action is better than knowledge; but in order to do what is right we have to know what is right.”—Charlemagne By Joe Ferreira and Sam Marshall The “Father of Europe” was most certain...

16 December 2020

By Joe Ferreira and Sam Marshall, CPA Alternative Minimum Tax (AMT): How Did We Get Here? In 1969 there was a tremendous amount of uproar about 155 people who earned at least $200,000 (the equiva...

Alternative Minimum Tax (AMT) Credit – How do I get it back?

16 December 2020

By Joe Ferreira and Sam Marshall, CPA If you are reading this, you’ve probably either paid the IRS a significant sum in AMT from exercising Incentive Stock Options (ISOs), or you are a close famil...

Is now a good time to exercise Procore Non-Qualified Stock Options (NQSOs)?

15 December 2020

By Joe Ferreira and Sam Marshall, CPA The general rule for exercising stock options is start with the options with the lowest strike price. There are two reasons for this: Options with the lowe...