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Equity Compensation is Complex—
We Help You Keep More
of Your Gains Tax Savings
We Help You Keep More
of Your Gains Tax Savings
$1B+
in client equity compensation strategies managed
97%
Saved clients $5M+ in capital gains tax last year
100%
Licensed CPA tax experts specializing in stock option taxation
Who We Help:
Whether you have Employee Stock Purchase Plans (ESPP), Restricted Stock Units (RSU), Qualified Small Business Stock (QSB), or Employee Stock Options (ESO) navigating the tax implications can be overwhelming. Our Certified Public Accountants (CPA) ensure your equity compensation is structured tax-efficiently, so you pay less in capital gains tax and keep more of what you’ve earned.
Tech & Startup Employees
RSUs, ISOs, and NSOs are complicated—we ensure you opti
High-Income Earners ($500K+)
Reduce short-term capital gains tax with proactive tax strategies.
Founders & Investors
Leverage Sec 83b QSB exclusions and advanced wealth-building strategies.
Equity Compensation is Complex—We Help You Keep More of Your Gains
Who We Help:
Whether you have Employee Stock Purchase Plans (ESPP), Restricted Stock Units (RSU), Qualified Small Business Stock (QSB), or Employee Stock Options (ESO) navigating the tax implications can be overwhelming. Our Certified Public Accountants (CPA) ensure your equity compensation is structured tax-efficiently, so you pay less in capital gains tax and keep more of what you’ve earned.
Tech & Startup Employees
RSUs, ISOs, and NSOs are complicated—we ensure you opti
High-Income Earners ($500K+)
Reduce short-term capital gains tax with proactive tax strategies.
Founders & Investors
Leverage Sec 83b QSB exclusions and advanced wealth-building strategies.
Stock Compensation Can Trigger a Huge Tax Bill—Unless You Plan Ahead
Selling company stock without a strategy can result in unnecessary short-term capital gains tax, higher Medicare surtaxes, and even IRS red flags. Our team ensures you time sales strategically, reduce taxable income, and take advantage of available deductions.
Stock Compensation Can Trigger a Huge Tax Bill—Unless You Plan Ahead
Selling company stock without a strategy can result in unnecessary short-term capital gains tax, higher Medicare surtaxes, and even IRS red flags. Our team ensures you time sales strategically, reduce taxable income, and take advantage of available deductions.
Key Strategies We Use to Lower Your Taxes
Your Stock Gains Don’t Have to Be a Tax Burden—
Here’s A Few Examples How You Can Optimize Your Sales
Frequently Asked Questions (FAQs)
💡
How does gifting stock help reduce taxes?
How does gifting stock help reduce taxes?
✅
Gifting appreciated stock allows you to transfer assets without triggering capital gains tax, and if gifted to a charity, you may qualify for a full market value deduction. Additionally, strategic gifting can help reduce your estate tax liability while benefiting your heirs or charitable causes.
Gifting appreciated stock allows you to transfer assets without triggering capital gains tax, and if gifted to a charity, you may qualify for a full market value deduction. Additionally, strategic gifting can help reduce your estate tax liability while benefiting your heirs or charitable causes.
💡
How is stock compensation taxed?
How is stock compensation taxed?
✅
RSUs, ESPPs, and stock options can be taxed as ordinary income, capital gains, or both. We structure your stock sales tax-efficiently to lower your tax bill.
RSUs, ESPPs, and stock options can be taxed as ordinary income, capital gains, or both. We structure your stock sales tax-efficiently to lower your tax bill.
💡
How can I reduce my capital gains tax?
How can I reduce my capital gains tax?
✅
Strategies like donor-advised funds, iCLATs, and residential energy credits can offset gains and lower taxable income.
Strategies like donor-advised funds, iCLATs, and residential energy credits can offset gains and lower taxable income.
💡
When should I sell my ESPP or RSU stock?
When should I sell my ESPP or RSU stock?
✅
It depends! We time sales strategically to qualify for long-term capital gains treatment and reduce short-term tax exposure.
It depends! We time sales strategically to qualify for long-term capital gains treatment and reduce short-term tax exposure.
💡
Can a CPA help with my 1040 tax form filing?
Can a CPA help with my 1040 tax form filing?
✅
Yes! We ensure your 1040 tax form accurately reports stock transactions, avoids IRS red flags, and maximizes deductions.
Yes! We ensure your 1040 tax form accurately reports stock transactions, avoids IRS red flags, and maximizes deductions.
Frequently Asked Questions (FAQs)
💡
How does gifting stock help reduce taxes?
How does gifting stock help reduce taxes?
✅
Gifting appreciated stock allows you to transfer assets without triggering capital gains tax, and if gifted to a charity, you may qualify for a full market value deduction. Additionally, strategic gifting can help reduce your estate tax liability while benefiting your heirs or charitable causes.
Gifting appreciated stock allows you to transfer assets without triggering capital gains tax, and if gifted to a charity, you may qualify for a full market value deduction. Additionally, strategic gifting can help reduce your estate tax liability while benefiting your heirs or charitable causes.
💡
How is stock compensation taxed?
How is stock compensation taxed?
✅
RSUs, ESPPs, and stock options can be taxed as ordinary income, capital gains, or both. We structure your stock sales tax-efficiently to lower your tax bill.
RSUs, ESPPs, and stock options can be taxed as ordinary income, capital gains, or both. We structure your stock sales tax-efficiently to lower your tax bill.
💡
How can I reduce my capital gains tax?
How can I reduce my capital gains tax?
✅
Strategies like donor-advised funds, iCLATs, and residential energy credits can offset gains and lower taxable income.
Strategies like donor-advised funds, iCLATs, and residential energy credits can offset gains and lower taxable income.
💡
When should I sell my ESPP or RSU stock?
When should I sell my ESPP or RSU stock?
✅
It depends! We time sales strategically to qualify for long-term capital gains treatment and reduce short-term tax exposure.
It depends! We time sales strategically to qualify for long-term capital gains treatment and reduce short-term tax exposure.
💡
Can a CPA help with my 1040 tax form filing?
Can a CPA help with my 1040 tax form filing?
✅
Yes! We ensure your 1040 tax form accurately reports stock transactions, avoids IRS red flags, and maximizes deductions.
Yes! We ensure your 1040 tax form accurately reports stock transactions, avoids IRS red flags, and maximizes deductions.
Our first year using Insogna CPA. They did an outstanding job. They were responsive, understanding, and proactive. Chase and his team have been very supportive, especially at this time, and helped us with our business transitions. They respond quickly and professionally. They assisted us with critical decisions and planning, working on our accounting, tax and payroll needs..
Update 2/28/2023
After several years now, Insogna CPA is consistently providing us with outstanding service for both business and person taxes and accounting.
The Insogna team has not only met but exceeded my expectations in every way possible. From the initial consultation to the final delivery of services, their professionalism, expertise, and dedication truly stood out.
The Insogna team representatives not only met my expectations but continually exceeded them in every way. I would highly recommend your services to anyone in need of expert financial guidance and support. Insognas dedication to client satisfaction and exceptional level of service make them a valuable asset to any team.
I am a small business owner and have been overwhelmed with doing my own books and dealing with non communicative and untimely accountants. I have found Chase and have been very happy with his services. His tax returns are timely, he is fast to respond to your emails even outside of regular working hours.
Just the other day he saw some trends in my business and asked to meet with me without my prompt. He dedicated an entire hour and gave us pertinent and actionable advice to make our business more efficient and profitable.
If you are looking for a professional, timely and serious CPA look no more!
