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Estimated Tax Payments — stock option exercise timing

Started by confused_driver_advice · Dec 10, 2024 · 2,037 views · 14 replies
For informational purposes only. This is not legal advice. Laws vary by jurisdiction. Consult a qualified attorney for advice specific to your situation.
CD
confused_driver_advice OP

Quick background on my situation — any input appreciated.

stock option exercise timing. I've been dealing with this for about 2 weeks now and the situation isn't improving.

I have already tried to resolve this directly but the other party is not cooperating.

Should I hire a lawyer for this or try to handle it myself?

FT
first_time_parent_NY

Just want to point out — the statute of limitations might be a factor here. In some states it's as short as 1-2 years. Don't sit on this too long.

AE
anon_employee_legal

Following this thread — I'm in a very similar situation. Would love to hear how it turns out.

FT
first_time_trader_2023

Have you tried reaching out to your state's attorney general? They sometimes have free resources or mediation services.

NT
newbie_tenant_legal

Have you tried reaching out to your state's bar association? They sometimes have free resources or mediation services.

CI
confused_investor_MA

Following this thread — I'm in a very similar situation. Would love to hear how it turns out.

NH
need_help_contractor_CA

Following this thread — I'm in a very similar situation. Would love to hear how it turns out.

TL
Mod_TermsLaw Moderator

Attorney here. Here's my take on the legal issues.

Based on what you've described, you likely have a viable claim under the relevant statute. The standard is whether a reasonable person would find the conduct actionable.

You should consult with a local attorney who handles these cases. Many offer free initial consultations.

EA
EstatePlanner_AZ

Been there. Here's what I learned.

I ended up hiring an attorney to send the initial letter, which cost about $2-4 but saved me a lot more in the long run.

CT
CryptoTrader_2023

I went through almost the exact same thing.

In my case, it took about 3-6 months to resolve. The key was having everything documented.

SA
seeking_advice_investor_help

NAL, but from what I've read, you should document everything. That said, definitely get a lawyer to look at the specifics.

NL
NursePractitioner_LA

I went through almost the exact same thing.

What worked for me was having everything documented. It took 3-6 months but was worth it.

TA
TenantRights_Advocate

I went through almost the exact same thing.

I ended up filing with the appropriate government agency, which cost about $4-8 but saved me a lot more in the long run.

SA
seeking_advice_seller_CA

This happened to me too. Have you tried filing a complaint with the relevant agency? In my case they investigated and it got resolved without needing a lawyer.

AF
asking_for_friend_parent_2023

I had a similar issue and ended up consulting with an attorney. It was worth the $200-300 for the initial consultation just to understand my rights.

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