State taxes (NY / CA)

Ordinary income AMT & credits Capital gains Withholding & estimates Basis tracking 83(b) & elections Reporting & forms State taxes (NY / CA) QSBS (Section 1202)

RSUs

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State tax on RSUs when you move states

Move to a no-tax state and your RSUs do not all become tax-free. The state where you worked while they vested can still tax that slice of the income.

ISOs

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ISOs and the AMT: the complete guide

Exercising and holding ISOs can hand you a cash tax bill on a gain you never sold, and this is the whole story of how that happens and how to plan around it.

NSOs

State taxes on NSOs when you change states

Move to a no-tax state and you still owe the old state on the part of the spread you earned there. The income follows the workdays, not your new address.

ESPPs

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ESPP taxes: qualifying vs disqualifying dispositions, the complete guide

How long you hold ESPP shares changes how the discount is taxed, splitting your gain between salary rates and the lower capital-gains rate. This is the whole story: the two clocks, the two formulas, the basis trap that taxes you twice, and the state and AMT wrinkles most people miss.

QSBS

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How people accidentally blow their QSBS

Most QSBS gets lost by accident, not by bad luck. A redemption, an early sale, the wrong entity, a secondary purchase, or missing records can quietly kill a break worth more than the mistake ever felt at the time.

Guide Start here

QSBS (Section 1202): the complete guide

Qualified small business stock can erase the federal tax on a startup-stock sale, sometimes the whole thing. This is the full story: which rules apply to your shares, how the exclusion is sized, the holding clock, and the per-issuer cap that decides how much you actually shelter.

Question

Does your state honor the QSBS exclusion

QSBS is a federal break, and states get a vote. California taxes the gain in full while New York generally follows the federal exclusion, so the same sale can split two ways.

Explainer

QSBS and California

California ignores the QSBS exclusion entirely. A gain the IRS lets you exclude in full is taxed at up to 13.3 percent by California, and the only real fix is residency, set up years before you sell.