Tax Guidance Post - Capital Tax

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By Harris Sahar
September 16, 2026

Taxation of Restricted Stock Units: How RSUs Are Taxed at Every Stage

Consider two employees who each vest 100,000 dollars in restricted stock units in the same year. One sets nothing aside and faces a five-figure balance due at filing, along with an underpayment penalty. The...

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Startup employee reviewing an ISO exercise plan with a CPA to avoid AMT

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By Harris Sahar
September 16, 2026

How To Avoid AMT on ISO Exercise: What You Need to Know Before Exercising ISOs

Holders of Incentive Stock Options (ISOs) are often introduced to the Alternative Minimum Tax, or AMT, under less than favorable circumstances. AMT remains one of the most misunderstood aspects of equity compensation, and it...

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What Is a Stock Sale? In the event of a stock sale, the buyer acquires the shares from the seller. The corporation does not change; its contracts, licenses, agreements with employees and liabilities stay with the corporation. Commonly, buyers want to know what a stock sale is from a practical viewpoint. The simplest way to explain this phenomenon is that the buyer gets a whole box instead of just picking properties from the box.

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By Harris Sahar
September 11, 2026

Asset Sale vs. Stock Sale in M&A: Tax Implications for Buyers and Sellers

In any business transaction, you can always forecast how things would proceed based on the one question: are you selling the business’s assets or selling it as a whole entity? The choice of asset...

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By Harris Sahar
September 11, 2026

83(b) Election Deadlines & Mistakes: A Founder’s 30-Day Survival Guide

When a founder receives restricted stock, a strict clock begins. From the date the shares are transferred, there are exactly 30 calendar days to file a Section 83(b) election with the IRS. There is...

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By Harris Sahar
August 17, 2026

QSBS for Founders: How Startup Founders Can Exclude Up to $15M in Capital Gains

Two founders sell the same amount of stock. One owes nothing in federal capital gains tax. The other owes six figures to the IRS. The difference is rarely luck. It comes down to whether...

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By Harris Sahar
August 17, 2026

Washington State Millionaire Tax: Who It Affects & 7 Legal Tax Planning Strategies

Washington’s new 9.9% millionaire’s tax takes effect in 2028. Learn who it affects, how it’s calculated, and 7 legal strategies to plan ahead now.

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By Harris Sahar
July 27, 2026

Pre IPO Employee Stock Options: A 12-Month Tax Planning Timeline

If a chunk of your compensation is sitting in stock options, an IPO announcement can immediately start the clock, and the moves you make over the next twelve months will quietly decide whether you...

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By Harris Sahar
July 9, 2026

Qualified Small Business Stock Tax Exemption: Everything You Need to Know

A startup founder sells company shares worth $5 million and pays no federal capital gains tax. Another founder sells the same amount but owes nearly $1.2 million. The difference often comes down to one...

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By Harris Sahar
July 8, 2026

S Corp vs Partnership: A Complete Comparison Guide for Business Owners

Choosing how to structure your business affects how much tax you pay, how you're protected from lawsuits, and how you split profits with co-owners. For businesses with multiple owners, two of the most common...

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By Harris Sahar
July 7, 2026

Bookkeeper vs Accountant: What’s the Difference for Small Business Owners?

Managing business finances is one of the most important responsibilities for any small business owner. While the terms bookkeeper and accountant are often used interchangeably, they serve different purposes in your financial management process....

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Taxation of Restricted Stock Units: How RSUs Are Taxed at Every Stage

How To Avoid AMT on ISO Exercise: What You Need to Know Before Exercising ISOs

Asset Sale vs. Stock Sale in M&A: Tax Implications for Buyers and Sellers

83(b) Election Deadlines & Mistakes: A Founder’s 30-Day Survival Guide

QSBS for Founders: How Startup Founders Can Exclude Up to $15M in Capital Gains

Washington State Millionaire Tax: Who It Affects & 7 Legal Tax Planning Strategies

Pre IPO Employee Stock Options: A 12-Month Tax Planning Timeline

Qualified Small Business Stock Tax Exemption: Everything You Need to Know

S Corp vs Partnership: A Complete Comparison Guide for Business Owners

Bookkeeper vs Accountant: What’s the Difference for Small Business Owners?

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