Tax Strategy Blog
Actionable strategies for real estate investors, business owners, and high earners — written by the Roadmap Tax team.
Moving to Texas With RSUs: When California Stops Taxing Your Equity
A VP in the Bay Area planning a move to Frisco with $3M+ in RSUs. How California sources the income, what the FTB audits, and how to time the move.
Moving to Florida With RSUs: When California Still Taxes Your Equity After You Leave
Florida has no income tax, but California can still tax your RSUs after you move. What tech executives need to know about residency, sourcing rules, and timing.
When You Give to Charity, Donating Stock Beats Writing a Check
Most tech executives give cash to charity. If you hold a concentrated stock position, donating shares directly can save you more in taxes. Here's how it works.
Your RSUs Vested This Quarter. Here's Why the Tax Bill Comes Due in January.
Your Q3 RSUs just vested. At 22% withholding, you're covering less than half the actual tax. Here's how to fix the gap before year-end, while there's still time.
When You Sell RSU Shares, the Cost Basis Decides the Tax Bill
Your RSUs were already taxed at vesting. If your 1099-B shows a $0 cost basis when you sell, fix it on Form 8949 or you pay tax twice. Step-by-step.
The Three-Year Plan to Diversify Your RSUs: A Walkthrough
Avoid concentration risk with a clear, year-by-year RSU diversification plan. See exactly when to sell, what to buy, and how to stay tax-efficient.
How California Still Taxes Your RSUs After You Move
Moved out of California but still owe RSU tax? How state sourcing works, why the FTB sends letters, and how to plan your move.
When Your RSUs Vest, the Withholding Probably Isn't Enough
Your RSUs may be withheld at 22%, but you could owe far more. Learn how to plan ahead and avoid a surprise tax bill at filing.
The Golden Handcuffs Exit: When Do You Leave $3 Million in Company Stock Behind?
A senior director wants to leave big tech with $3.2M in one stock. Here's how to plan an RSU exit, diversify without a tax hit, and coordinate the timing.
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