Search found 4 matches

by bogey
Wed Sep 28, 2005 4:07 pm
Forum: Canada / United States Tax & Accounting
Topic: capital gains on exercising/selling ISO stock
Replies: 10
Views: 11794

OK - thanks for your advice. Rather than take up more of your time I will contact you offline to procure some tax advice when I get close to making this career decision.

Last question - how is it determined that I was US resident when I exercised and am a CA resident when I sold. Most likely the ...
by bogey
Wed Sep 28, 2005 2:57 pm
Forum: Canada / United States Tax & Accounting
Topic: capital gains on exercising/selling ISO stock
Replies: 10
Views: 11794

In regards to my ISO - I have yet to exercise any of the options my plan was to just to a buy/sell. Given AMT taxes issues on how ISO is treated in US/Cali I did not want to buy/hold for a year in order to only get taxed at a long term capital gains rate.

So, based on what you are saying then it is ...
by bogey
Wed Sep 28, 2005 12:30 pm
Forum: Canada / United States Tax & Accounting
Topic: capital gains on exercising/selling ISO stock
Replies: 10
Views: 11794

Hmmm - the company I would be joining is HQ'ed in Ontario but has offices in the US. I have the option of working at either location, but in order to get the job done optimally would prefer to be based in Ontario. I will most likely just work for the company in Canada for 3 about years before ...
by bogey
Tue Sep 27, 2005 6:03 pm
Forum: Canada / United States Tax & Accounting
Topic: capital gains on exercising/selling ISO stock
Replies: 10
Views: 11794

capital gains on exercising/selling ISO stock

I am currently a US citizen and may be taking a new job in Canada. I am also planning on cashing out my ISO (about $600K in profits) in Jan 2006.

How do I deal with this income from a tax perspective? My goal ins't to avoid US capital gain taxes, it just so happens I may be taking a new job in ...