Accountnats for Equity Compensation for Forensic Accounting
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FrequentlyAsked Questions
Q1: What type of accountant helps with stock options and RSUs?
A CPA who specializes in equity compensation can help you navigate taxes on RSUs, ISOs, NSOs, and startup stock. They advise on timing, withholding, AMT risk, and how to reduce your tax bill.
Q2: Do I need to pay taxes when I exercise stock options?
Yes. Exercising NSOs creates ordinary income tax, while exercising ISOs may trigger the Alternative Minimum Tax (AMT). An accountant can help you model the best timing to minimize taxes.
Q3: What is an 83(b) election, and do I need one?
An 83(b) election lets you pay taxes on restricted stock at grant instead of vesting. It can lower your future tax bill, but must be filed within 30 days. Ask your accountant before deciding.
Q4: How can I qualify for the QSBS tax exclusion?
If your startup stock meets Qualified Small Business Stock (QSBS) rules and you hold it for 5+ years, you may be eligible for a capital gains exclusion of up to $10M. A tax pro can confirm eligibility.
Q5: What happens to my equity compensation in an IPO or acquisition?
Events like IPOs and M&A deals often create major tax events. Your accountant can help you plan for exercises, sales, and tax withholding ahead of the transaction.
What Does an Equity Compensation Accountant Help With?
Accountants who specialize in equity compensation provide guidance on:
• Tax strategy for RSUs, ISOs, NSOs, ESPPs, and private stock
• AMT planning and ISO timing
• Filing 83(b) elections for early exercise
• QSBS qualification and capital gains exclusion
• IPO, M&A, and tender offer tax planning
• Stock-based compensation reporting (ASC 718)
• Multi-year modeling for equity-based wealth
These CPAs work closely with tech employees, startup founders, and high-earning executives to reduce taxes and avoid costly mistakes.
• Tax strategy for RSUs, ISOs, NSOs, ESPPs, and private stock
• AMT planning and ISO timing
• Filing 83(b) elections for early exercise
• QSBS qualification and capital gains exclusion
• IPO, M&A, and tender offer tax planning
• Stock-based compensation reporting (ASC 718)
• Multi-year modeling for equity-based wealth
These CPAs work closely with tech employees, startup founders, and high-earning executives to reduce taxes and avoid costly mistakes.
Not sure who’s right for you as an equity compensation holder? Answer a few quick questions, and we’ll introduce you to someone who fits.
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