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Case Studies

Case Studies

The $10 Million Mistake: Failing the QSBS "5-Year Clock" Test

Jan 28, 2026

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8 min read

The $10 Million Mistake: Failing the QSBS "5-Year Clock" Test

Hemant Gangolia
Hemant Gangolia

Case Studies

Moving Out of California? Why the "Clawback" Rules Might Follow Your RSUs

Jan 28, 2026

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7 min read

Moving Out of California? Why the "Clawback" Rules Might Follow Your RSUs

Hemant Gangolia
Hemant Gangolia

Case Studies

ISOs vs. NSOs: The "AMT Nightmare" No One Warns You About

Jan 28, 2026

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9 min read

ISOs vs. NSOs: The "AMT Nightmare" No One Warns You About

Hemant Gangolia
Hemant Gangolia

Case Studies

The 22% Trap: Why Your Company’s Default Withholding Will Cost You $15k in April

Jan 28, 2026

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9 min read

The 22% Trap: Why Your Company’s Default Withholding Will Cost You $15k in April

Hemant Gangolia
Hemant Gangolia

Case Studies

Saved from a $42,000 Surprise Bill on Unsold Stock.

Jan 28, 2026

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7 min read

Saved from a $42,000 Surprise Bill on Unsold Stock.

Hemant Gangolia
Hemant Gangolia

Case Studies

How a Late Filer Principal Architect Eliminated $5,800 in IRS Penalties Using Rally’s Specialized Tax Logic

Jan 28, 2026

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6 min read

How a Late Filer Principal Architect Eliminated $5,800 in IRS Penalties Using Rally’s Specialized Tax Logic

Hemant Gangolia
Hemant Gangolia

Case Studies

The Remote Worker’s Guide to Multi-State Tax Optimization: A Comprehensive Case Study

Jan 28, 2026

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7 min read

The Remote Worker’s Guide to Multi-State Tax Optimization: A Comprehensive Case Study

Hemant Gangolia
Hemant Gangolia

Case Studies

How a Meta E5 Avoided RSU Double Taxation: A $14,200 Cost Basis Recovery Case Study

Jan 28, 2026

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6 min read

How a Meta E5 Avoided RSU Double Taxation: A $14,200 Cost Basis Recovery Case Study

Hemant Gangolia
Hemant Gangolia

Case Studies

How a Salesforce Senior Director Saved $27,000 by Defeating the RSU "Double Tax" Trap: The $27k "Ghost" Tax Bill

Jan 28, 2026

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6 min read

How a Salesforce Senior Director Saved $27,000 by Defeating the RSU "Double Tax" Trap: The $27k "Ghost" Tax Bill

Hemant Gangolia
Hemant Gangolia

Case Studies

How a Google L5 Saved $12k by fixing their Cost Basis

Jan 28, 2026

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3 min read

How a Google L5 Saved $12k by fixing their Cost Basis

Hemant Gangolia
Hemant Gangolia

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