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Insights from Capital Tax

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NSO Exercise Tax in California
November 12, 2026
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NSO Exercise Tax in California: What Employees and Advisors Owe..

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NSO Exercise Tax in California: What Employees and Advisors Owe..

A senior engineer at a California private company exercises 50,000 nonqualified stock...

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ESPP qualifying vs. disqualifying dispositions with a balance scale and Form 3922.
November 10, 2026
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ESPP Qualifying vs. Disqualifying Disposition: The Holding Period Decision Worth..

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ESPP Qualifying vs. Disqualifying Disposition: The Holding Period Decision Worth..

An Apple employee buys ESPP shares at a 15% discount on a...

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Tax Planning and Stock Compensation
November 5, 2026
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RSU Cost Basis Trap: Why California Tech Employees Pay Tax..

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RSU Cost Basis Trap: Why California Tech Employees Pay Tax..

A Google employee sells $200,000 worth of RSU shares, shares that vested...

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Professional financial analysis setup featuring ISO stock options, rising investment charts, a calculator, and financial documents on an office desk.
November 5, 2026
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ISO Exercise in 2026: How OBBBA Changes AMT and Year-End..

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ISO Exercise in 2026: How OBBBA Changes AMT and Year-End..

A California startup employee exercises ISOs with a $300,000 spread on top...

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California RSU tax withholding and stock market growth planning.
November 3, 2026
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California RSU Tax: Why Nvidia, Apple, and Google Employees May..

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California RSU Tax: Why Nvidia, Apple, and Google Employees May..

A Nvidia employee with $300,000 in RSUs vesting this year watches her...

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Financial charts and investment portfolio reports being reviewed with a pen beside a laptop and calculator.
October 30, 2026
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How to Use Tax-Loss Harvesting in Your Investment Strategy

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How to Use Tax-Loss Harvesting in Your Investment Strategy

Building an investment portfolio involves more than selecting assets with growth potential....

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