Capital Tax Team - Capital Tax

Post

By Capital Tax Team
November 12, 2026

NSO Exercise Tax in California: What Employees and Advisors Owe and When They Owe It

A senior engineer at a California private company exercises 50,000 nonqualified stock options with a $2 strike price when the company's 409A value is $20 per share. The spread is $18 per share. Total...

More Details

ESPP qualifying vs. disqualifying dispositions with a balance scale and Form 3922.

Post

By Capital Tax Team
November 10, 2026

ESPP Qualifying vs. Disqualifying Disposition: The Holding Period Decision Worth $15,000 to a California Tech Employee

An Apple employee buys ESPP shares at a 15% discount on a $50 offering price, $42.50 per share. The stock rises to $90 by the time she considers selling. She can sell immediately and...

More Details

Post

By Capital Tax Team
November 5, 2026

RSU Cost Basis Trap: Why California Tech Employees Pay Tax Twice and How to Fix It

A Google employee sells $200,000 worth of RSU shares, shares that vested at $200,000, already reported on her W-2 as ordinary income, already withheld and paid. Her broker’s Form 1099-B shows cost basis: $0....

More Details

Professional financial analysis setup featuring ISO stock options, rising investment charts, a calculator, and financial documents on an office desk.

Post

By Capital Tax Team
November 5, 2026

ISO Exercise in 2026: How OBBBA Changes AMT and Year-End Tax Planning

A California startup employee exercises ISOs with a $300,000 spread on top of $300,000 in salary. The ISO spread is her AMT preference item — $300,000 of Alternative Minimum Taxable Income not visible on...

More Details

California RSU tax withholding and stock market growth planning.

Post

By Capital Tax Team
November 3, 2026

California RSU Tax: Why Nvidia, Apple, and Google Employees May Owe More Than Their Employer Withheld

A Nvidia employee with $300,000 in RSUs vesting this year watches her employer withhold $66,000 in federal tax, 22% of the vest value. Her actual federal bill at the 35% marginal bracket is $105,000....

More Details

Financial charts and investment portfolio reports being reviewed with a pen beside a laptop and calculator.

Post

By Capital Tax Team
October 30, 2026

How to Use Tax-Loss Harvesting in Your Investment Strategy

Building an investment portfolio involves more than selecting assets with growth potential. Investors must also consider how investment decisions affect their tax obligations and long-term financial goals. Tax-loss harvesting is a strategy that may...

More Details

Investment charts, financial reports, and coins representing net investment income tax planning.

Post

By Capital Tax Team
October 29, 2026

Net Investment Income Tax Threshold: What High-Income Investors and Households Need to Know

High-income investors and households often first encounter the Net Investment Income Tax when their investment income is already large enough to matter, which is usually too late to plan around it. Understanding the net...

More Details

Tax planning and tax preparation documents with a calculator, financial charts, and coins on a desk.

Post

By Capital Tax Team
October 29, 2026

Tax Planning vs. Tax Preparation: Understanding the Key Differences

Many people use “tax planning” and “tax preparation” as if they mean the same thing, but they serve very different purposes. Tax preparation looks back at what already happened and reports it correctly to...

More Details

keep it simple and short Tax planning documents and a California map illustrating business relocation.

Post

By Capital Tax Team
October 28, 2026

Tax Implications of Relocating From Walnut Creek: How California Taxes Affect Business Owners

Business owners in Walnut Creek consider relocating for many reasons, from lower operating costs to lifestyle changes or growth opportunities in another state. Before packing up, it is worth understanding the tax implications of...

More Details

Tax documents, financial charts, and business planning materials on a desk in an entertainment industry setting.

Post

By Capital Tax Team
October 6, 2026

From W-2 to Loan-Out Corp: A Tax Comparison for Entertainment Professionals

Many entertainment professionals receive some income as W-2 employees, then later explore whether a loan-out corporation can change how much of that income they keep. This comparison walks through what changes, what stays the...

More Details

NSO Exercise Tax in California: What Employees and Advisors Owe and When They Owe It

ESPP Qualifying vs. Disqualifying Disposition: The Holding Period Decision Worth $15,000 to a California Tech Employee

RSU Cost Basis Trap: Why California Tech Employees Pay Tax Twice and How to Fix It

ISO Exercise in 2026: How OBBBA Changes AMT and Year-End Tax Planning

California RSU Tax: Why Nvidia, Apple, and Google Employees May Owe More Than Their Employer Withheld

How to Use Tax-Loss Harvesting in Your Investment Strategy

Net Investment Income Tax Threshold: What High-Income Investors and Households Need to Know

Tax Planning vs. Tax Preparation: Understanding the Key Differences

Tax Implications of Relocating From Walnut Creek: How California Taxes Affect Business Owners

From W-2 to Loan-Out Corp: A Tax Comparison for Entertainment Professionals

Ready to Simplify Your Taxes and Grow Your Wealth?

Industries

Locations

Services

Quick Links

Subscribe Newsletter