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.
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In this guide, we cover the common scenarios that startup employees with equity may face during an acquisition.
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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.
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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.
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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.
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In this comprehensive guide, we unravel the complexities of Restricted Stock Units (RSUs), helping you understand how to minimize tax liabilities tied to your equity compensation, and maximize your earnings potential in a liquidity event.
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Discover the tax advantages of Qualified Small Business Stock (QSBS) with our all-encompassing guide. Perfect for entrepreneurs, early startup employees, and investors, we outline eligibility criteria, benefits, and best practices for making the most of this financial incentive.
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In this guide, we explore how a tender offer can provide liquidity for startup employees and the best practices for handling the tax consequences of a liquidity event.
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If you hold pre-IPO equity in Reddit, Harness Wealth can match you with an experienced tax and financial advisor whose goal is to help you make the most of your equity compensation.
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In March 2023, Stripe, the payment processing giant of Silicon Valley, raised $6.5 billion in a Series I funding round. If you hold shares in the fintech company, here’s what you need to know.
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