Taxes
Federal AMT, state income tax, capital gains stacking, NIIT, supplemental withholding gaps, and trailing state nexus when you move. Written for tech employees who actually have RSU income.
Cross-border tax treatment of RSUs and options for inbound assignees, outbound expats, and dual-country residents. The rules that actually control your bill.
A plain-language walkthrough of how alternative minimum tax works when you exercise ISOs, with a full worked example and the AMT credit recovery path.
Why California still taxes your RSU vests after you've moved, how the workday apportionment rule works, and the documentation that survives a residency audit.
All articles
- International Equity Comp: What Changes When You Work Across Borders
Cross-border tax treatment of RSUs and options for inbound assignees, outbound expats, and dual-country residents. The rules that actually control your bill.
- Your First AMT Bill: Why ISOs Trigger It and How to Model It
A plain-language walkthrough of how alternative minimum tax works when you exercise ISOs, with a full worked example and the AMT credit recovery path.
- Moving Out of California with Unvested Equity: The Trailing Nexus Problem
Why California still taxes your RSU vests after you've moved, how the workday apportionment rule works, and the documentation that survives a residency audit.
- ISO Exercise Strategy: When to Exercise, When to Hold, When to Walk
The three-way decision every ISO holder makes every year, broken down by strike price, spread, AMT exposure, and company stage.
- Paycheck Taxes for RSU Holders: The Supplemental Withholding Gap
Why your April tax bill is always larger than expected when you have RSUs, and the three ways to close the gap before penalties apply.