Equity Compensation
Carina Luo, CPA·October 1, 2026
Exercised ISOs and the Stock Price Fell? Review AMT Before Year-End
Carina Luo, CPA·October 1, 2026← All guides
Carina helps high-net-worth individuals, families, and business owners navigate complex tax decisions with confidence. With over a decade of experience in public accounting and private equity, she brings deep expertise in real estate, investments, and pass-through entities. A Certified Tax Coach with a Master of Taxation, she develops practical, proactive strategies that connect clients' business interests, investments, and personal finances.
Articles
Equity CompensationCarina Luo, CPA·September 24, 2026
Moved Out of California? Your Company Stock May Still Be Taxable
Carina Luo, CPA·September 24, 2026
Equity CompensationCarina Luo, CPA·September 17, 2026
Got Startup Stock? Don't Miss the 83(b) Deadline
Carina Luo, CPA·September 17, 2026
Real Estate TaxCarina Luo, CPA·September 10, 2026
Real Estate Professional? What Counts Toward the 750-Hour Test?
Carina Luo, CPA·September 10, 2026
Equity CompensationCarina Luo, CPA·September 3, 2026
Company Was Acquired? What Happens to Your ISOs?
Carina Luo, CPA·September 3, 2026
Equity CompensationCarina Luo, CPA·August 27, 2026
Sold Company Stock? Watch Out for Estimated Tax
Carina Luo, CPA·August 27, 2026
Tax PlanningCarina Luo, CPA·August 20, 2026
High-Income W-2 Tax Planning in 2026: 7 Moves to Review Before Year-End
Carina Luo, CPA·August 20, 2026
Wealth & Estate StrategyCarina Luo, CPA·July 1, 2026
Charitable Giving in 2026: Why High-Income Donors Need a Smarter Strategy
Carina Luo, CPA·July 1, 2026
Retirement PlanningCarina Luo, CPA·June 18, 2026
5 Roth Conversion Mistakes High-Income Taxpayers Commonly Make
Carina Luo, CPA·June 18, 2026
Wealth & Estate StrategyCarina Luo, CPA·May 28, 2026
The 5 Types of LLCs the Wealthy Actually Use
Carina Luo, CPA·May 28, 2026
Equity CompensationCarina Luo, CPA·May 14, 2026
The $6.6 Billion Wake-Up Call: Is Your Equity Strategy Ready for a Liquidity Event?
Carina Luo, CPA·May 14, 2026
Wealth & Estate StrategyCarina Luo, CPA·May 8, 2026
How to Handle a Large Capital Gain with a CRT Strategy
Carina Luo, CPA·May 8, 2026
Tax Updates & LegislationCarina Luo, CPA·April 2, 2026
Washington's “Millionaire Tax” Landscape: What High Earners and Investors Should Know
Carina Luo, CPA·April 2, 2026
Real Estate TaxCarina Luo, CPA·March 19, 2026
Top 5 Tax Mistakes for Real Estate Investors: Stop Burning Your Equity
Carina Luo, CPA·March 19, 2026
Real Estate TaxCarina Luo, CPA·March 12, 2026
FinCEN Residential Real Estate Reporting Rule: 2026 Court Update for Cash Buyers
Carina Luo, CPA·March 12, 2026
Real Estate TaxCarina Luo, CPA·February 12, 2026
Unlocking Hidden Cash Flow: A Strategist's Guide to QIP, QPP, and the 2025 Depreciation Reset
Carina Luo, CPA·February 12, 2026
Tax Updates & LegislationCarina Luo, CPA·January 29, 2026
Data Sharing Between Tax and Immigration Authorities: What It Means for U.S. Visitors and Long-Term Stayers
Carina Luo, CPA·January 29, 2026
Tax Updates & LegislationCarina Luo, CPA·January 8, 2026
Avoid the "Information Return" Headache: Your 2026 1099 Guide
Carina Luo, CPA·January 8, 2026
Tax Updates & LegislationCarina Luo, CPA·January 1, 2026
Crypto Currency Taxes Explained — and Why Planning Before You Sell Matters
Carina Luo, CPA·January 1, 2026
Equity CompensationCarina Luo, CPA·December 18, 2025
QSBS Explained: A CPA's Guide to the 2025 Expansion and Why It Matters
Carina Luo, CPA·December 18, 2025
Retirement PlanningCarina Luo, CPA·December 10, 2025
A Practical Guide to the Most Common Retirement Plans—and the 2025 Deadlines Taxpayers Can't Afford to Miss
Carina Luo, CPA·December 10, 2025
Real Estate TaxCarina Luo, CPA·December 4, 2025
The Hidden Trap in 2025 100% Bonus Depreciation: Who Really Qualifies Under the OBBB Rules
Carina Luo, CPA·December 4, 2025
Tax Updates & LegislationCarina Luo, CPA·November 6, 2025
A Closer Look at the "Trump Account": Is it a Tax-Smart Education saver?
Carina Luo, CPA·November 6, 2025
Real Estate TaxCarina Luo, CPA·October 16, 2025
Real Estate Professional Status: Unlocking Passive Loss Deductions
Carina Luo, CPA·October 16, 2025
Tax Updates & LegislationCarina Luo, CPA·October 9, 2025
IRS Furloughs Begin Oct 8 — What You Need to Know
Carina Luo, CPA·October 9, 2025
Tax Updates & LegislationCarina Luo, CPA·October 2, 2025
2025 Form 1099-K Rules After OBBB: What Business Owners Need to Know
Carina Luo, CPA·October 2, 2025
Real Estate TaxCarina Luo, CPA·September 25, 2025
Unlock the Augusta Rule: Earn Tax-Free Income by Renting Your Home
Carina Luo, CPA·September 25, 2025
Real Estate TaxCarina Luo, CPA·September 18, 2025
Cost Segregation in 2025: Smart Move or Tax Trap?
Carina Luo, CPA·September 18, 2025
Tax PlanningCarina Luo, CPA·June 22, 2025
A Costly Mistake: $500,000 Exclusion Denied
Carina Luo, CPA·June 22, 2025
Tax Updates & LegislationCarina Luo, CPA·June 15, 2025
Crypto Tax Rules Are Changing in 2025: What You Must Know and How to Stay Ahead
Carina Luo, CPA·June 15, 2025
Real Estate TaxCarina Luo, CPA·June 11, 2025
How One Airbnb Host Turned Tax Confusion Into $80,000 in Strategic Savings
Carina Luo, CPA·June 11, 2025
Tax Updates & LegislationCarina Luo, CPA·May 23, 2025
The "One Big Beautiful Bill": 2025 Tax Planning Opportunities You Can't Afford to Miss
Carina Luo, CPA·May 23, 2025
Real Estate TaxCarina Luo, CPA·May 8, 2025
How One Real Estate Investor Saved $150,000 Through Strategic Depreciation
Carina Luo, CPA·May 8, 2025
Tax Updates & LegislationCarina Luo, CPA·January 22, 2025
Important Tax Deadlines for 2025
Carina Luo, CPA·January 22, 2025
Wealth & Estate StrategyCarina Luo, CPA·March 24, 2022
Tax Preparation and Estate Planning
Carina Luo, CPA·March 24, 2022
Wealth & Estate StrategyCarina Luo, CPA·March 24, 2022
The Top 10 Smart Investments
Carina Luo, CPA·March 24, 2022
Wealth & Estate StrategyCarina Luo, CPA·March 24, 2022
Financial Strategies For Building Wealth
Carina Luo, CPA·March 24, 2022Get tax-saving insights in your inbox
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