mathstub notion toolkit · $49
Multi-State Equity Comp Tax Planner
For tech workers who moved states mid-vest. California does not stop taxing your RSUs when you move. New York can claim 100% of your remote income via the convenience-of-employer rule. This planner walks the work-source math vest-by-vest, decodes the NY trap, and projects move ROI net of state-tax savings.
Buy on Gumroad · $49Secure checkout via Gumroad · 14–30 day money-back guarantee · Lifetime updates
Worked example
Daniel finds $34,000 of CA tax he didn't know he still owed
CA→TX move in August 2024, 1,600 unvested RSUs from a 2022 grant. Daniel assumed Texas residency meant no state tax. The work-source allocation rule (FTB Pub 1004) says CA still taxes the vesting period he physically worked there — $34k across 2024–2026. Caught in October, fixable via quarterly estimates → avoided $1,400 in §19136 penalties.
What’s inside
Six sections, each with worked math + a live Notion database + a deep-link to the matching free Mathstub calculator.
Work-source allocation calculator
Pro-rate every vest across vesting states
NY convenience decoder
7 states + 4 paths to defeat the claim
4-year residency + vest matrix
Which state taxes which future dollar
Move ROI calculator
After-tax savings with breakeven heuristic
State AMT decoder
CA / IA / MN / CT triggers + recovery
8-recipe scenario cookbook
CA→TX, NY→FL, dual-state, statutory traps
Why buyers trust this
Good fit if
- Tech worker who moved (or is considering moving) across state lines mid-vest
- Remote worker with employer in NY / CA / NJ / MA / OR + residence elsewhere
- Anyone projecting a CA→TX, CA→NV, NY→FL, or similar zero-tax-state move
Not a good fit if
- Single-state W-2 worker — overkill (use the Equity Comp Decision Tracker)
- You want filing software — this is the brief you bring to your multi-state CPA
Ready when you are.
30-second Notion import. Lifetime updates. Money-back guarantee.
Other templates in the toolkit
Affiliate disclosure — Mathstub earns from sales on this Mathstub-owned template. The free calculators stay free.