by Sara Raby | May 5, 2026 | blog, Flow-Through Tax Services, Individual Tax, Life Sciences Tax, Technology Tax
For many employees with equity compensation, deciding whether to exercise stock options before an IPO (initial public offering) or acquisition can feel urgent. The upside is easy to imagine: a potential liquidity event, a lower strike price today, and the chance to... 
by Sara Raby | Nov 20, 2025 | blog, Individual Tax
As 2025 winds down, high-income and high-net-worth individuals face one of the most consequential tax planning years in more than a decade. The One Big Beautiful Bill Act (OBBBA) reshaped the landscape for income, estate, and gift taxes and locked in many provisions... 
by Dana Borys | Nov 19, 2025 | blog, Life Sciences Tax, Technology Tax
For companies that offer equity compensation, few year-end filings generate as much confusion as IRS Form 3921, Exercise of Incentive Stock Option Under Section 422(b). While it looks simple on the surface, just a one-page information return, the form plays a critical...