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Crucial tips for identifying and entering RSU stock transactions
Ask clients if any RSU are included in stocks transactions.
NBAG
Aug 19, 20241 min read
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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...
NBAG
Aug 19, 20242 min read
5 views
Equity (basics)
Equity 101
NBAG
Aug 19, 20242 min read
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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...
NBAG
Mar 10, 20241 min read
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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...
NBAG
Mar 10, 20241 min read
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Capital gain / loss
Gifts and inheritance
NBAG
Feb 12, 20242 min read
11 views


Inheritance
When you inherit stock or other property
NBAG
Feb 12, 20241 min read
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Worthless Stock
Totally worthless stock
NBAG
Feb 10, 20241 min read
6 views


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...
NBAG
Feb 9, 20241 min read
16 views


Stock options
Grants employees right to purchase stock at predetermined price, which can be below market value.
NBAG
Feb 9, 20243 min read
17 views


Employee stock purchase plan (ESPP)
Companies often reward workers with ownership in the form of stock.
NBAG
Feb 3, 20243 min read
25 views
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