What is the name of your state? CA
So, I seek advice from a CPA on the selling of my company stock options (previus employer) about a year ago. The advice was wrong. He told me to sell the first day of 07'. I should have sold "X" amount in 06' and the balance in 07'. The damage is that the difference of a 25% to a 28% tax bracket; few thousand dollars. Also, there is the overpayment of SS, that is a samller issue.
Foot note.. I was not charged for the advice, as it was an initial meeting to establish a new client relationship. it was an in person meeting with all documents presented. he simply made an error.
Small claim case? On what grounds?
Thanks in advance...
So, I seek advice from a CPA on the selling of my company stock options (previus employer) about a year ago. The advice was wrong. He told me to sell the first day of 07'. I should have sold "X" amount in 06' and the balance in 07'. The damage is that the difference of a 25% to a 28% tax bracket; few thousand dollars. Also, there is the overpayment of SS, that is a samller issue.
Foot note.. I was not charged for the advice, as it was an initial meeting to establish a new client relationship. it was an in person meeting with all documents presented. he simply made an error.
Small claim case? On what grounds?
Thanks in advance...