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In this podcast episode, I break down the basics of quarterly estimated tax payments, when you need to make them, and how to satisfy safe harbor rules for avoiding underpayment penalties.
Especially for those with equity compensation, it's crucial to figure out if taxes are being withheld from the various forms of RSUs, options, and ESPP discounts.
That way, you can avoid being caught off guard by a large tax bill come tax time!
Lastly, if you have any recommendations for topics you'd like to hear discussed or questions you'd like answered in a future episode, shoot me an email at TJ @modernwealthbuilders.com
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Do you want help managing your equity compensation?
Learn how to:
Click here to start your FREE assessment.
By T.J. van Gerven5
1616 ratings
In this podcast episode, I break down the basics of quarterly estimated tax payments, when you need to make them, and how to satisfy safe harbor rules for avoiding underpayment penalties.
Especially for those with equity compensation, it's crucial to figure out if taxes are being withheld from the various forms of RSUs, options, and ESPP discounts.
That way, you can avoid being caught off guard by a large tax bill come tax time!
Lastly, if you have any recommendations for topics you'd like to hear discussed or questions you'd like answered in a future episode, shoot me an email at TJ @modernwealthbuilders.com
-----------------------------------------------
Do you want help managing your equity compensation?
Learn how to:
Click here to start your FREE assessment.

744 Listeners