Schedule A Meeting

Insights from Capital Tax

Stay informed. Stay ahead.

carried interest tax
November 13, 2026
Capital Tax Team Post

Carried Interest in 2026: What California VC and PE Fund..

Capital Tax Team Post

Carried Interest in 2026: What California VC and PE Fund..

A California venture capital fund manager receives $5,000,000 in carried interest distributions....

Read More
rsu after leaving california
November 13, 2026
Capital Tax Team Post

Multi-State RSU Tax Sourcing: How California Claims Tax on Equity..

Capital Tax Team Post

Multi-State RSU Tax Sourcing: How California Claims Tax on Equity..

A software engineer works at Google's Mountain View office for three years,...

Read More
NSO Exercise Tax in California
November 12, 2026
Capital Tax Team Post

NSO Exercise Tax in California: What Employees and Advisors Owe..

Capital Tax Team Post

NSO Exercise Tax in California: What Employees and Advisors Owe..

A senior engineer at a California private company exercises 50,000 nonqualified stock...

Read More
ESPP qualifying vs. disqualifying dispositions with a balance scale and Form 3922.
November 10, 2026
Capital Tax Team Post

ESPP Qualifying vs. Disqualifying Disposition: The Holding Period Decision Worth..

Capital Tax Team Post

ESPP Qualifying vs. Disqualifying Disposition: The Holding Period Decision Worth..

An Apple employee buys ESPP shares at a 15% discount on a...

Read More
Tax Planning and Stock Compensation
November 5, 2026
Capital Tax Team Post

RSU Cost Basis Trap: Why California Tech Employees Pay Tax..

Capital Tax Team Post

RSU Cost Basis Trap: Why California Tech Employees Pay Tax..

A Google employee sells $200,000 worth of RSU shares, shares that vested...

Read More
Professional financial analysis setup featuring ISO stock options, rising investment charts, a calculator, and financial documents on an office desk.
November 5, 2026
Capital Tax Team Post

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

Capital Tax Team Post

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

A California startup employee exercises ISOs with a $300,000 spread on top...

Read More
1 2 3 … 24