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Boutique tax advisory and fractional CFO services firm for stressed out business owners
Equity comp
Equity comp


Understanding Tech Equity Compensation: A Deep Dive into Its Many Flavors - Part 2
AMT often sneaks up on employees who exercise ISOs The AMT Trap: Why My Dad Got Hit AMT often sneaks up on employees who exercise ISOs because: Regular tax doesn’t recognize income at exercise, but AMT does. If the company’s fair market value has risen significantly, even exercising without selling can create substantial AMT liability. This is why: Timing matters Quantity matters And projections matter a lot Tech Equity Compensation Is Powerful But Only If Tracked Well Most t
Amanda Garcia
Dec 15, 20252 min read


Understanding Tech Equity Compensation: A Deep Dive into Its Many Flavors - Part 1
When I was taking my first accounting classes in college, my dad casually mentioned that years earlier he had owed this crazy thing called the Alternative Minimum Tax (AMT). He couldn’t understand why and nothing about his income felt unusual, yet he ended up with a much bigger bill than expected. As I learned more, it hit me: it must have been tied to the Incentive Stock Options (ISOs) he received when he worked at AOL (a bygone era of dial-up tones and CDs in the mail, righ
Amanda Garcia
Dec 10, 20252 min read


83(b) Elections: Smart Tax Strategy for Restricted Stock in California and Nevada
Filing an 83(b) election is a strategic financial decision for anyone receiving restricted stock in high-growth companies, from Silicon Vall
Meliora Consulting
Sep 30, 20253 min read
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