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Washington vs. California tax comparison for founders and investors: income tax, capital gains, QSBS treatment, and why Washington's 2028 tax changes the calculus.
The Section 1202 QSBS exclusion can shelter up to $15 million in capital gains from federal tax. But does a married couple get one exclusion — or two? The answer matters more than ever after the One Big Beautiful Bill Act.
LLC vs. C-Corp for startups: key differences in taxes, QSBS eligibility, investor expectations, and how to choose the right entity for your company.
A comprehensive guide comparing income tax, capital gains, QSBS conformity, and estate tax across 11 states — plus scenario analysis and planning strategies for startup founders approaching an exit.
ISOs and NSOs have fundamentally different tax treatment. Understanding those differences — including the AMT trap, the $100K limit, and post-termination rules — is essential for founders and employees.
If you're issuing stock options, you need a 409A valuation. Here's what every startup founder needs to know about the process, the safe harbor rules, and the costly mistakes to avoid.
Washington's new 9.9% income tax takes effect January 1, 2028. For startup employees and founders with stock options, 2027 is the last full year to exercise without state income tax.
ESSB 6346 includes explicit anti-avoidance provisions that pull ING trust income back into the grantor's Washington taxable income. ING trusts are dead for Washington tax purposes — but other trust strategies may still work.
Washington's new 9.9% income tax has a hard threshold at $1 million AGI. Tax loss harvesting can help you stay below it — here's how to use realized losses strategically before and after 2028.
Washington residents with large traditional IRAs have a 21-month window to convert to Roth tax-free at the state level. Once the 9.9% income tax takes effect in 2028, that window closes.
