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ISOs, RSUs, and NSOs. The alphabet soup of equity compensation

Equity Compensation: A Guide for Founders and Employees

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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Alternative minimum tax worksheet

What is the Alternative Minimum Tax? (Updated for 2024)

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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early employee filing 83b election

What is an 83(b) Election and Should You File One?

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

Restricted Stock Units (RSUs): Everything You Need to Know

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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The Guide to Qualified Small Business Stock (QSBS) [Updated for 2024]

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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Taxes owed on a tender offer

What is a Tender Offer? A Comprehensive Guide for Startup Employees

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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Reddit logo with a push notification

Reddit IPO: Planning ahead for 2023

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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Stripe Co-Founders John and Patrick Collison. Source: stripe.com

Stripe: Navigating a Tender Offer in 2023

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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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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5 Tips to Set Yourself Up for Financial Success in 2023

5 Tips to Set Yourself Up for Financial Success in 2023

You don’t need a new year’s resolution to become more familiar with your financial and tax planning opportunities. Here are 5 tips to help you gain control of your finances in 2023.

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