Equity compensation, exit proceeds, and Peninsula real estate each carry their own California-specific trap. These pieces walk the numbers rather than the headlines.
Between 22% federal supplemental withholding and a 13.3% state top bracket, most engineers under-withhold by six figures. A quarter-by-quarter model of the true bill.
David Alvarez, CPA
Jul 21, 2026 · 9 min read
Qualifying is the easy part. Proving it five years later — with cap table records, entity history, and gross asset tests — is where exits go wrong.
David Alvarez, CPA
Jul 14, 2026 · 13 min read
For directors and above, the deferral election is a multi-year tax arbitrage — and an unsecured credit exposure to your employer. How to size both sides.
Priya Raman
Jul 09, 2026 · 8 min read
A 1978 Palo Alto purchase and a 2026 transfer can differ by $40,000 a year in property tax alone. Modeling the hold-versus-sell decision for heirs.
Elaine Whitfield, JD
May 28, 2026 · 9 min read