Taxes

Escaping the Bay Area or California altogether has been a hot topic in the news. In 2020, many people left the expensive Bay Area, which led to massive drops in SF rents. I was interviewed on [...]

Stock options and taxes are top of mind when I speak to people whose companies are going public. In my previous post, we reviewed the basics of stock options. In this post, we’ll review [...]

Income taxes are one of your largest expenses. But it’s easy to ignore income taxes. They’re automatically withheld from your paychecks. Then you file your tax return in the spring, and you [...]

Edited 6/2/2020 and 6/4/2020: if you’re angry/disturbed/depressed by racial injustices like George Floyd’s murder, there are many ways you can help. Here’s a short list of [...]

Against the backdrop of the COVID-19 epidemic, we experienced the sharpest and fastest bear market in history. The term “bear market” refers to market drops of more than -20%. The [...]

In normal times, early April means hunting down your W-2 and other forms, and slogging through TurboTax. Because of the COVID-19 crisis, however, you have an extra three months to file your [...]

Happy New Year! If you review your paystub, you’ll see several deductions for your 401(k) and other workplace benefits. The IRS has updated how much you can contribute to the following benefit [...]

Congratulations: your RSUs are about to fully vest! RSUs issued by a private company are sometimes called “double-trigger RSUs.” You must meet two criteria for your RSUs to fully vest: (1) you [...]

It’s performance assessment season. You’ve earned a well-deserved promotion at work. Hopefully the new job title also comes with more money! I’d like to discuss the four components of your [...]

Summary: 2018 tax reform led to tax cuts for most Americans Tax cuts were in the form of slightly higher paychecks, which were hard to notice People who are expecting a large refund check will be [...]