Bruce R. Barton, CFP® CFA May 1, 2023 Equity Compensation RSU Checklist for Publicly Traded Companies Bruce R. Barton, CFP® CFA May 1, 2023 Equity Compensation Managing your RSUs well can be a complicated undertaking. Read on for a simple checklist that will help you keep track of what you need to do and when you need to do it.
Bruce R. Barton, CFP® CFA October 1, 2021 Tax Planning Avoid This Big Tax Mistake When Founding Your Tech Startup Bruce R. Barton, CFP® CFA October 1, 2021 Tax Planning When founding a tech startup, there’s one mistake that could cost you huge amounts of money in additional taxes. Read on to learn how to avoid it.
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.
