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what entrepreneurial advisors need

Tax in the Capital Market Spotlight: Unleashing the Potential of Entrepreneurial Advisors

Uncover the pivotal shifts in the tax industry, their alignment with transformations in the financial advisory business, and the doors they could open for entrepreneurial tax advisors.

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Two startup employees planning their taxes during aquisition

Tax Planning for Startups Going Through an Acquisition: Key Strategies for Success

Navigate the complexities of tax planning for startups going through acquisitions. Explore tax implications, equity compensation strategies, and the role of tax advisors in this guide.

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Reminder: Estimated quarterly taxes are due soon

Quarterly Taxes For Builders: Navigating Equity Windfalls, Crypto Gains, VC Distributions, and Small Business Income

In this comprehensive guide, we'll help you navigate quarterly taxes for various income sources like equity windfalls, crypto investments, venture capital distributions, and small business income. Learn how to calculate your estimated tax payments, meet deadlines, and stay compliant with the IRS to avoid penalties and interest charges.

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Alternative minimum tax worksheet

The Comprehensive Guide to Understanding and Navigating the 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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The Igloo Company Pudgy Penguin #7625 - Source sothebys.com

The Ultimate Guide to NFT Taxes for 2023

Discover the essentials of NFT taxes in the United States for 2023 with our comprehensive guide, covering NFT tax classification, buying and selling, taxation for creators, tax loss harvesting, gifts, donations, reporting, and strategies to minimize your tax liabilities. Stay informed and navigate the evolving tax landscape with confidence.

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Tax Planning During Stock Market Volatility

During unprecedented periods of market volatility, emotions can run high when it comes to your investments. It can be unpleasant—indeed it is easy to panic—when the financial goals you’ve spent years working toward—a comfortable retirement or an education fund for your children or grandchildren—may seem to be at risk. COVID-19 is reminding us of that right now!

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

The Alphabet Soup of Equity Compensation

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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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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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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Harness Tax Guide: Small business owners & freelancers

A Tax Guide for Freelancers and Small Business Owners in 2023

In this guide, we will discuss certain tax code changes from recent years and other important considerations for freelancers and small business owners for 2023.

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