Employees at Dallas-Fort Worth’s biggest employers, including Caterpillar, Toyota Motor North America, Charles Schwab, Lockheed Martin, and Texas Instruments, often find that their compensation letter comes with an acronym or two that salary alone never had. RSU. NSO. ISO. ESPP. Four sets of letters, four different tax rulebooks, and one
A lot of people around DFW work at AT&T, American Airlines, or Charles Schwab. And many of them get part of their pay in restricted stock units instead of cash. Between AT&T downtown, American’s campus in Fort Worth, and Schwab’s headquarters in Westlake, that’s tens of thousands of people around
If you own rental or commercial property in Dallas, Fort Worth, or one of the surrounding suburbs, depreciation is probably already part of your annual tax picture. Whether it’s a duplex in Arlington, a small apartment building in Plano, or a warehouse in Grand Prairie, most owners don’t realize how
If you’ve spent years at a company that offers employer stock in your 401(k), and that stock has grown significantly, you may be sitting on a tax opportunity that most people overlook when they retire or change jobs. It’s called Net Unrealized Appreciation, or NUA. The strategy is straightforward in
If you work at a tech company, a startup, or any growth-stage business, equity is probably a meaningful piece of your total comp. And the odds are good that nobody walked you through how the taxes actually work. Most HR departments hand over a grant agreement and move on. That