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NBAG
Aug 191 min read
Crucial tips for identifying and entering RSU stock transactions
Ask clients if any RSU are included in stocks transactions. Identify on 1099-B any stock what's up transactions associated with the same...
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NBAG
Aug 192 min read
Restricted stock units (how to tax)
RSU are taxed when delivered, the vesting date also called exercise date. The value of the RSU at the time of vesting is considered...
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NBAG
Mar 101 min read
Taxation rate
The designation of long-term gains or short-term gains impact the way in which capital gains are taxed short-term gains are taxed as...
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NBAG
Mar 101 min read
Wash Sale Rule
Watch sale occur when taxpayer dispose of stock at a loss and subsequently acquires substantially the identical stock within a 30-day...
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NBAG
Feb 101 min read
Worthless Stock
Totally worthless stock This happens when a company goes bankrupt, is liquidated, completely terminates business activity, or is totally...
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NBAG
Feb 91 min read
Restricted stock unit (rsu)
Offered to employees as part of compensation, RSU- type of compensation in which each RSU- represent the right of the employee to take...
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NBAG
Feb 93 min read
Stock options
Grants employees right to purchase stock at predetermined price, which can be below market value.
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NBAG
Feb 23 min read
Employee stock purchase plan (ESPP)
Companies often reward workers with ownership in the form of stock.
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