If you’re a startup founder or employee, you’ve likely heard of a 409A valuation. Maybe you’re in the process of conducting a 409A valuation? Either way, from early-stage companies, to more mature private companies, an accurate 409A valuation will help you stay in compliance with the IRS when offering equity compensation.
Read More
In this guide, we cover the common scenarios that startup employees with equity may face during an acquisition.
Read More
Despite 2023 being one of the slowest IPO markets of the last decade, experts are saying that the initial public offering landscape will reverse course in 2024. In this article, we provide updates for investors and employees with equity compensation on the status of the market’s largest IPOs of the year.
Read More
In this article, we cover how different forms of employee stock are taxed in relation to an initial public offering, and proactive strategies to take to potentially reduce your tax bill.
Read More
If you receive income (or losses) from partnerships, S corporations, or certain trusts and estates, you’ll most likely be sent a Schedule K-1 form each tax season. In this article, we explore what a K-1 is, how the form works, and what you need to do with it if you get one.
Read More
Whether you’re in venture capital, private equity, or angel investing, it's important to understand the tax implications of your investment income. From carried interest to K-1 forms and QSBS, there are many nuances to be aware of. In this guide, we'll break down some of the key tax considerations for private investors, and how Harness Wealth can help.
Read More
Equity compensation can be a bit of an alphabet soup, with a long list of terms and acronyms to navigate. In this article, we'll define some of the most common forms of equity compensation issued by startups and established companies alike, including RSUs, ISOs, NSOs, and more.
Read More
Get all the details of the Alternative Minimum Tax (AMT) system in our comprehensive guide. We break down the nuances of AMT tax rates, exemptions, and their potential implications.
Read More
If you’re a startup founder or a startup employee who received restricted stock, or you’re early exercising stock options, filing an 83(b) election can be a valuable tool to minimize taxes on your equity.
Read More
Financial advisory services come with varying fees and structures. This detailed guide provides current insights into the average costs and fee arrangements of financial advisors in 2024.
Read More