Tag: Section 83(b) Election
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Section 83(b) Elections in New York: Stock Options, Restricted Stock and Residency Rules

Jamiu Bakare, CPA, EA, CFA | Baccus Consulting
A Section 83(b) election can change when restricted stock is taxed and whether subsequent appreciation may qualify as capital gain. This guide explains the federal requirements and New York rules for residents, nonresidents and part-year residents. Read more
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Equity-Based Compensation: Key Tax and Wealth Planning Considerations

Jamiu Bakare, CPA, EA, CFA | Baccus Consulting
Explore how NSOs, ISOs, ESPPs, RSUs and RSAs are taxed including strategies that can help reduce tax exposure and strengthen long-term wealth planning for equity compensation recipients. Read more
