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Emily Williams
Dec 18, 20237 min read
Reducing Your Tax Burden: Smart Strategies for High Income Earners
If you earn a high income, smart tax planning strategies like maximizing retirement contributions, investing in real estate, and tax loss ha
95 views


John Summers
Nov 21, 20235 min read
Navigating Estimated Taxes: Everything You Need to Know
Estimated taxes are a necessity for over 12 million filers - do you need to pay them?
2,733 views


John Summers
Sep 28, 20235 min read
Explaining Estimated Tax Payments: A Guide for Small Business Proprietors
If you run a business or earn income outside of traditional W-2 employment, chances are you need to pay estimated taxes.
34 views


Emily Williams
Aug 31, 20238 min read
Getting the Most Out of Your Employee Stock Options: A Guide to Incentive Stock Options
An incentive stock option (ISO) gives employees the right to purchase company stock at a discounted price, known as the strike price.
10 views


John Summers
Jul 4, 20234 min read
Get Ahead of the Taxman: A Guide to Estimated Tax Payments
Missing or underpaying estimated taxes will result in underpayment penalties when you file your return. But several strategies can help...
11 views


Emily Williams
Jun 29, 20238 min read
Restricted Stock Unit (RSU) Taxation Explained: Rules and Planning Strategies
With the right planning, RSUs can provide significant income and wealth-building opportunities. But you need to proactively manage tax..
146 views


John Summers
Jun 23, 20237 min read
The Savvy Taxpayer’s Guide to Capital Gains Tax Rates
Being able to earn investment profits taxed at lower capital gains rates rather than ordinary income rates allows you to keep more...
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Emily Williams
Apr 19, 20235 min read
RSU Tax Rules - 17 Frequently Asked Questions
Navigating the tax implications of your employee RSU compensation can be tricky, but proper planning is key to avoiding penalties.
144 views


Emily Williams
Nov 21, 20223 min read
Demystifying RSUs: A Deep Dive into Tax Implications and Financial Planning Strategies
Vesting is a critical aspect of RSUs, affecting both ownership and taxation. When RSUs vest, they are subject to income tax and payroll taxe
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Emily Williams
Oct 28, 20222 min read
Empowering Financial Growth: The 83(b) Election and Equity Compensation
In the ever-evolving landscape of compensation, equity-based rewards have gained significant traction. Among the intricacies of equity...
11 views


Emily Williams
May 6, 20223 min read
How United Tax Empowered a Tech Employee to Make the Most of Incentive Stock Options
Proactive ISO tax planning with United Tax empowered Erin to navigate complexity, optimize timing, and reap the full wealth-building potenti
30 views
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