Tag: Stock Options

401K and Retirement Plans to Attract Skilled San Franciso Bay Area Workers

Filed in CPA Blog by on August 22, 2015

Today’s San Francisco job market is hotter than ever, or nearly as hot as it was during the great bubbles of the past decade. Real estate is crazy expensive, with house appreciation throughout the Bay Area but especially in San Francisco. We advise many Bay Area startups on their tax issues, as well act as […]

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Stock Options and CPAs – Finding a CPA for Stock Option Advisory

Filed in CPA Blog by on July 24, 2014

Wow! You work at Twitter! Or Facebook, or the next great San Francisco Bay Area startup! ┬áThat’s exciting. But when the hype settles down and hopefully the startup starts to pay off, you may be granted stock options. You may not even know what a stock option is, ┬ábut you’ll need to learn quickly about […]

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RSU (Restricted Stock Units): San Francisco Stock Options Options

Filed in CPA Blog by on June 27, 2014

What are your options when it comes to stock options (no pun, intended)? We live in the city by the Bay, the great San Francisco Bay Area, stretching from Marin in the North to Silicon Valley and San Jose to the South: probably the world’s greatest area of technology innovation, and probably also the world’s […]

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Bay Area Startup Plus Stock Options Equals Taxes – Help!

Filed in CPA Blog by on May 22, 2014

So you work for a Bay Area startup. Perhaps you are employee #12 at Twitter, or employee #175 at LinkedIn, or #56 at Yelp. You have a bunch of stock options, and you are nearing the ability to exercise those stock options. What are the tax implications? How can you minimize the taxes on stock […]

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Types of Stock Options Available to San Francisco Bay Area Startup Employees

Filed in CPA Blog by on October 31, 2013

San Francisco has almost become the heart of Silicon Valley these days. Twitter, Facebook, Yelp and many other lesser-known but no less dynamic companies are moving up to San Francisco and/or their employees are living the city life, while commuting down to Silicon Valley. Buses crowd the San Francisco streets and highway 101 shuttling employees […]

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Tax Implications of Stock Options and the AMT – the San Francisco Bay Area Perspective

Filed in CPA Blog by on May 23, 2012

May 23, 2012. Start-up companies, particularly in high tech fields, hire and retain employees by awarding incentive stock options (ISOs). Everyone knows that that is one way that tech start up’s encourage strong employee performance; in fact, many people work for startups specifically for the stock option opportunity. This is all the more true in […]

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