While it may seem premature to plan for reducing taxes as you're just getting off the ground, there are a few key tax-related decisions that are worth taking right from the beginning for many startups and their founders, given the high growth potential.
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If you received shares or early exercised stock options in 2020 and filed or still need to file your 83(b), there are some unique circumstances this year to take in to account.
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A donor-advised fund is a great way to manage your charitable giving and save on taxes. You can take a tax deduction immediately when you provide the donation. Then, the donated funds can be invested and grow tax free. Think of it as creating a sort of personal "savings account" from which you can make donations to causes you care about for years to come.
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Tech as an industry has had major growth in the last few years, and continues to hold strong, even in 2020. However, recent history shows that many tech employees run the very real risk of being too invested in the technology sector. We outline the most common components that make up this overall risk below, and offer some guidance how best to balance your unique risks and opportunities.
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Often, the best thing to do is to invest in assets that allow your wealth to grow over time, so that you can reap the benefits for years to come and perhaps even the rest of your life. However, deciding and researching the mechanics of how exactly to invest a large sum of money isn't always straightforward.
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You'll need to plan ahead to budget for the taxes you owe and be diligent about key tax regulations you can use to your advantage to help reduce the amount of your newfound funds that you'll have to give to the IRS.
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What can individual investors do to de-risk their portfolio despite the mechanical and psychological headwinds they face? This is where the discipline, knowledge, and experience of a financial advisor can add tremendous value.
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Online tax tools make it easy for the average person to file their annual tax returns, but there are many scenarios where more sophisticated tax strategies can save a significant amount of money, making the ROI on personal tax advising very worthwhile for high earners with complex financial situations and those with sudden windfalls.
Read More Optimize your returns as you prepare to file this year, and understand how next year's tax bill could be affected by things you do all year long.
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As you plan to cash out your startup shares outside of a traditional liquidity event (IPO, acquisition, merger), consider the potential value, costs, and tax considerations you'll need to keep in mind as you go through this process.
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