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?
Read More
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.
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
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.
Read More
In the few weeks before Tax Day, you can still take some critical actions that can help optimize this year's tax return. Now is also a great time to plan ahead for next year.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
As much as we would like to delay thinking about tax filings, the end of the calendar year is the perfect time to evaluate whether you have the right CPA and get the right one in place. Here are the four reasons why you shouldn't wait.
Read More