by Noah Green CPA CFE | Oct 24, 2026 | Private Wealth Tax Planning
The short version A buyer’s offer can turn future settlement payments into cash available sooner. Whether the transaction preserves an income-tax exclusion depends on the original settlement and the applicable transfer rules. Sheepdog Tax can examine those...
by Noah Green CPA CFE | Oct 24, 2026 | Private Wealth Tax Planning
The short version Choosing a lottery payout changes when you receive income, how much cash arrives immediately, and what must remain available for taxes. The amount withheld by the lottery is a payment toward your tax bill; it is not a final calculation of that bill....
by Noah Green CPA CFE | Oct 24, 2026 | Private Wealth Tax Planning
The short version Moving before an option exercise or stock payout can change a state tax calculation, but it does not necessarily remove the state where the award was earned. The review has to establish your actual residency, identify the kind of award, and determine...
by Noah Green CPA CFE | Oct 24, 2026 | Private Wealth Tax Planning
The short version An acquisition offer may arrive before your shares qualify for a full federal gain exclusion. Section 1045 can sometimes defer gain when qualified small business stock, or QSBS, is sold and qualifying replacement stock is purchased within a short...
by Noah Green CPA CFE | Oct 24, 2026 | Private Wealth Tax Planning
The short version An election to tax restricted shares when they are transferred can change when compensation is reported and when the investment holding period begins. It can also create tax on shares you later forfeit. The election generally must be filed within 30...
