by Noah Green CPA CFE | Oct 24, 2026 | Private Wealth Tax Planning
The short version Exercising an option can use your cash and create a tax exposure before the shares can be sold. The result depends on the type of option, the shares you receive, and what happens before year-end. Before you exercise, Sheepdog Tax can compare the...
by Noah Green CPA CFE | Oct 24, 2026 | Private Wealth Tax Planning
The short version An initial public offering (IPO) is a company’s first public offering of its shares. For an employee, it can also bring several decisions close together: an option exercise, delivery of restricted stock units, a share sale, and a tax payment....
by Noah Green CPA CFE | Oct 24, 2026 | Private Wealth Tax Planning
The short version Tax withheld from a large payment is a credit toward your bill, not a determination that the bill is paid. You need to know both whether enough tax has been paid on time and how much will remain due when the return is completed. Sheepdog Tax reviews...
by Noah Green CPA CFE | Oct 24, 2026 | Private Wealth Tax Planning
The short version A large payment deserves a tax plan before its terms become final. The amount announced, the income reported on your return, and the cash available to spend can be different numbers. Sheepdog Tax helps identify which decisions remain open, what the...
by Noah Green CPA CFE | Oct 22, 2026 | Private Wealth Tax Planning
The short version An offer to buy your future lottery payments puts a cash amount in front of you. It does not tell you how much you can keep after taxes. The Internal Revenue Service (IRS) generally treats the lump sum received for those payments as ordinary income...
