by Noah Green CPA CFE | Oct 24, 2026 | Private Wealth Tax Planning
The short version A settlement can contain several payments with different tax treatment. Money for a qualifying physical injury, back wages, punitive damages, and interest should not be treated as one undifferentiated check. The useful starting question is what each...
by Noah Green CPA CFE | Oct 24, 2026 | Private Wealth Tax Planning
The short version A valuable startup holding is not automatically tax-exempt stock. A federal exclusion may apply to qualified small business stock, or QSBS, but the result depends on the issuer, how and when you acquired the shares, the business’s activities,...
by Noah Green CPA CFE | Oct 24, 2026 | Private Wealth Tax Planning
The short version An offer to buy your employee shares can create a useful chance to obtain cash. Before accepting, the tax review needs to identify what you own, who is buying it, and whether you must exercise an option or receive shares before the sale. Those...
by Noah Green CPA CFE | Oct 24, 2026 | Private Wealth Tax Planning
The short version Seeing equity compensation on your wage statement and sale proceeds on a broker statement does not automatically mean the same income was taxed twice. It does mean the sale needs to be connected to the compensation and the correct share basis....
by Noah Green CPA CFE | Oct 24, 2026 | Private Wealth Tax Planning
The short version A private-company award can be described as vested while stock delivery, federal income tax, payroll taxes, and an opportunity to sell follow different timelines. The award’s legal terms matter more than a dashboard label. Sheepdog Tax reviews...
