Toby Johnston, CPA, CFP, Author at Wealthfront Blog

How To Take Advantage of the Tax Benefits of QSBS

Toby Johnston, CPA, CFP — Mon, 28 Jun 2021 20:45:58 +0000

If you work at a company that’s recently gone public, you might be tempted to take up angel investing. And if you’re going to do that, it’s important to be familiar with the tax treatment of certain investments known as qualified small business stock, or QSBS. If you own QSBS, you can exclude up to […]

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Navigating Taxes for the Self-Employed

Toby Johnston, CPA, CFP — Wed, 16 Nov 2016 18:00:55 +0000

If you’re one of the many people who work as an independent contractor or self-employed individual, you’ve probably wondered if you’re doing the right thing when it comes to your tax returns. Are there tax benefits you’re missing out on? Should you form a business entity? These are common questions and the answers will vary […]

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Qualified Small Business Stock Is An Often Overlooked Tax Windfall

Toby Johnston, CPA, CFP — Wed, 17 Feb 2016 17:33:20 +0000

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

Toby Johnston, CPA, CFP — Thu, 26 Feb 2015 15:59:40 +0000

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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Improving Tax Results for Your Stock Option or Restricted Stock Grant, Part 3

Toby Johnston, CPA, CFP — Mon, 31 Mar 2014 17:37:17 +0000

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

Toby Johnston, CPA, CFP — Thu, 27 Mar 2014 14:40:53 +0000

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

Toby Johnston, CPA, CFP — Mon, 24 Mar 2014 21:07:17 +0000

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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