Bruce R. Barton, CFP® CFA July 1, 2024 Tax Planning RSUs and California Tax Bruce R. Barton, CFP® CFA July 1, 2024 Tax Planning California tax laws—including a new one for 2024—have a large effect on the many tech professionals who call the state home. If you’re one of them, it’s essential you understand both the federal and state rates and rules. Read on to learn more.
Bruce R. Barton, CFP® CFA May 14, 2021 Tax Planning California Income Tax and Residency, Part 2: Equity Compensation and Remote Work Bruce R. Barton, CFP® CFA May 14, 2021 Tax Planning How does California residency (or non-residency) tie into your equity compensation? We look at the tax rules as well as the remote-work trend.
Bruce R. Barton, CFP® CFA April 15, 2021 Tax Planning California Income Tax and Residency, Part 1: The Basics Bruce R. Barton, CFP® CFA April 15, 2021 Tax Planning Considering moving out of California to avoid paying income tax on upcoming gains? Read on to learn more about what you need to consider.