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Crypto 101
Cryptocurrency
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Aug 19, 20243 min read
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Crucial tips for identifying and entering RSU stock transactions
Ask clients if any RSU are included in stocks transactions.
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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...
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Aug 19, 20242 min read
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Equity (basics)
Equity 101
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Aug 19, 20242 min read
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Gift
Method of acquisition
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Mar 14, 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...
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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...
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Mar 10, 20241 min read
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Capital gain / loss
Gifts and inheritance
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Feb 12, 20242 min read
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Inheritance
When you inherit stock or other property
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Feb 12, 20241 min read
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Worthless Stock
Totally worthless stock
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Feb 10, 20241 min read
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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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Feb 9, 20241 min read
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Stock options
Grants employees right to purchase stock at predetermined price, which can be below market value.
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Feb 9, 20243 min read
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Employee stock purchase plan (ESPP)
Companies often reward workers with ownership in the form of stock.
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Feb 3, 20243 min read
25 views
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