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equity tax insight tool

Harness Tools: Equity Tax Insights

Learn what your equity could be worth based on various exercise/sell strategies. Our Equity Tax Insights tool will project AMT calculations from exercising options and capital gains taxes from selling shares.

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How to Manage Equity in a Down Market

You waited patiently for years and now your company is finally public. It’s a really exciting milestone. But what happens after an IPO? Over the past few months, tech stocks have not all performed well. While it’s definitely not the result you were hoping for in the short-term, there are some silver linings to a depressed stock price that you can take advantage of.

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startup employees negotiating equity grant

How to Evaluate Your Equity in a New Role

You’ve worked for months to secure the perfect new job — and now you have the offer in hand. One of the most attractive components of the role is the equity. The hiring manager is telling you it’ll be worth a lot, so how do you assess what’s being offered?

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The most frequent tax questions about equity compensation, answered

Our 1:1 Equity Tax Planning Sessions are one of the most popular services we offer. It makes sense — these sessions get into the nuts and bolts of your specific tax situation, whether you’ve been through multiple liquidity events or are new to equity entirely. They’re a good fit for anyone trying to understand their current equity holdings and/ or prepare for an upcoming liquidity event.

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early employee filing 83b election

What is an 83(b) Election?

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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Employee evaluating RSUs

What You Need to Know about Restricted Stock Units (RSUs)

Startups typically issue stock options or restricted stock to employees as part of equity compensation packages. Restricted Stock Units (or RSUs) are a type of restricted stock that tends to be issued by later stage start-ups. If you have RSUs from your company, it’s important to understand how they work, how they are taxed, and what your filing obligations are in order to make sure you are maximizing their value. 

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Alternative minimum tax worksheet

What is Alternative Minimum Tax (AMT)?

AMT is a secondary tax calculation that only triggers in certain situations. Working around the alternative minimum tax can be tricky and knowing if you’ll trigger it isn’t always easy. Exercising incentive stock options (ISOs) is one situation where AMT income is greater than regular taxable income, which could trigger AMT. 

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Harness Tools ISO tax analysis and stock option vesting

How are Incentive Stock Options (ISOs) Taxed?

ISOs have a favorable tax treatment on exercise, but understanding your tax obligations and how to minimize your tax burden can be complicated. Before taking any decisions around your ISOs, it's important to understand the tax consequences and how that impacts potential future profits.

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Equity Tools

Harness Equity Tools Launches in Open Beta

We are excited about the release of the newest component to our platform, Harness Equity Tools. This offering moves us closer to our goal of giving builders like you absolute confidence in setting the best path toward your financial future with a comprehensive view of your assets and analyzing the strategic steps to take with your equity. 

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Harness Tools ISO tax analysis and stock option vesting

Tax Planning for Startup Founders and Employees

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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