AMT Archives | Wealthfront Blog Personal Finance & Investing Insights Fri, 03 Mar 2023 23:50:33 +0000 en-US hourly 1 https://www.wealthfront.com/blog/wp-content/uploads/2019/09/cropped-wave-logo-transparent-hi-res-500x500.png AMT Archives | Wealthfront Blog 32 32 Do You Need an Accountant for Your Taxes? https://www.wealthfront.com/blog/9-instances-in-which-to-hire-a-tax-accountant/ Thu, 10 Mar 2022 21:05:29 +0000 http://www.wealthfront.com/blog/?p=3861 The experience of filing your tax return can range from a minor hassle to a major headache. If your taxes are feeling overwhelming, you might wonder if you need the help of a tax professional like an accountant. For many people, online tax filing software gets the job done just fine. This is more likely […]

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]]> How Employer-Granted Stock Options Can Impact Your Taxes https://www.wealthfront.com/blog/employer-granted-stock-options-and-your-taxes/ Wed, 21 Oct 2020 18:16:21 +0000 https://www.wealthfront.com/blog/?p=13561 Getting stock options as part of your compensation is exciting – it means you have an opportunity to own part of the company you work for. At the same time, you might not be sure what impact stock options will have on your taxes. That impact depends on whether you’re granted non-qualified stock options (NSOs) […]

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]]> Qualified Small Business Stock Is An Often Overlooked Tax Windfall https://www.wealthfront.com/blog/qualified-small-business-stock-2016/ Wed, 17 Feb 2016 17:33:20 +0000 http://www.wealthfront.com/blog/?p=5444 Editor’s Note: This post was originally published on February 26, 2015. Given recent changes to the tax code, we are updating and re-publishing it. It’s no secret that small businesses have long been the growth engine of the US economy. With that in mind, Congress has packed the tax code with lots of breaks for those […]

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]]> Qualified Small Business Stock Is An Often Overlooked Tax Windfall https://www.wealthfront.com/blog/qualified-small-business-stock/ Thu, 26 Feb 2015 15:59:40 +0000 http://www.wealthfront.com/blog/?p=4982 Editor’s note: Interested in learning more about equity compensation, the best time to exercise options, and the right company stock selling strategies? Read our Guide to Equity & IPOs It’s no secret that small businesses have long been the growth engine of the US economy. With that in mind, over the years Congress has packed […]

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]]> When Should You Exercise Your Stock Options? https://www.wealthfront.com/blog/when-to-exercise-stock-options/ Wed, 21 Jan 2015 13:53:24 +0000 http://www.wealthfront.com/blog/?p=4934 Editor’s note: Interested in learning more about equity compensation, the best time to exercise options, and the right company stock selling strategies? Read our Guide to Equity & IPOs Stock options have value precisely because they are an option. The fact that you have an extended amount of time to decide whether and when to […]

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]]> Improving Tax Results for Your Stock Option or Restricted Stock Grant, Part 3 https://www.wealthfront.com/blog/improving-tax-results-stock-options-restricted-stock-grants-2/ Mon, 31 Mar 2014 17:37:17 +0000 http://www.wealthfront.com/blog/?p=4378 Editor’s note: Interested in learning more about equity compensation, the best time to exercise options, and the right company stock selling strategies? Read our Guide to Equity & IPOs Wrapping It All Up: Tax Strategies In this third and final part to our series on the taxation of stock options and restricted stock units (RSUs), […]

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]]> Improving Tax Results for Your Stock Option or Restricted Stock Grant, Part 2 https://www.wealthfront.com/blog/improving-tax-results-stock-options-restricted-stock-grants/ Thu, 27 Mar 2014 14:40:53 +0000 http://www.wealthfront.com/blog/?p=4375 Editor’s note: Interested in learning more about equity compensation, the best time to exercise options, and the right company stock selling strategies? Read our Guide to Equity & IPOs Applying the Tax Law to Common Employee Stock Situations In the first part of this three-part series, we discussed the four main taxes relevant to individuals. […]

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]]> Improving Tax Results for Your Stock Option or Restricted Stock Grant, Part 1 https://www.wealthfront.com/blog/improving-tax-results-stock-option-restricted-stock-grant/ Mon, 24 Mar 2014 21:07:17 +0000 http://www.wealthfront.com/blog/?p=4370 Editor’s note: Interested in learning more about equity compensation, the best time to exercise options, and the right company stock selling strategies? Read our Guide to Equity & IPOs Silicon Valley is again abuzz with stock option fever (and the option’s cousin, restricted stock units) due to several years of very successful local IPOs — […]

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]]> Don’t Be Afraid Of The Tax Bogey On Your Stock Options https://www.wealthfront.com/blog/stock-options-tax/ Sun, 26 Feb 2012 18:07:45 +0000 https://www.wealthfront.com/blog/?p=1896 Editor’s note: Interested in learning more about equity compensation, the best time to exercise options, and the right company stock selling strategies? Read our Guide to Equity & IPOs Many young executives worry about triggering taxes by exercising options. But, as Kent Williams, founding partner at Mohler, Nixon & Williams, and other tax experts will […]

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