Remove Assets Remove Startup Remove Taxes Remove Valuation
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Tax Planning for Startup Founders and Employees

Harness Wealth

Cost-saving tax planning can be much more difficult to implement after your company is well-established and has reached the stage where an IPO, merger, or acquisition becomes a likely event. The first three options are pass-through entities, so profits and losses are distributed to the owners who are taxed on them.

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Research links: finding the right model

Abnormal Returns

sparklinecapital.com) Why asset managers need their own AI sandboxes. institutionalinvestor.com) Mutual funds Do mutual funds overvalue their stakes in startups? papers.ssrn.com) Research It makes total sense that equity market valuations are higher today than in the past.

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Tax Planning for When Your Startup is Going Through an Acquisition

Harness Wealth

Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS.

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What a Down Round Means for Employees with Stock Options

Darrow Wealth Management

Quite simply, a down round is when a company raises money at a lower valuation per share relative to earlier financing rounds. A simple example: a startup raises a Series B at a $30M post-money valuation and a Series C at a $20M post-money valuation. Working for a startup involves risk. Startups also need cash.

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Weekly Market Insights – November 20, 2023

Cornerstone Financial Advisory

These Tips Can Help You Understand The Tax Situation Whether picking up painting or cooking new concoctions in your kitchen, starting a new hobby is always fun and a great way to learn something new. Did you know there are some tax considerations when starting a new hobby? .” – Salvador Dalí Starting A New Hobby?

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Turn Your Hobbies into Interesting Money-Making Investment Opportunities

WiserAdvisor

There are no lock-in periods, penalties, or complex tax considerations. Profits earned from selling sneakers are simply added to your income and taxed accordingly. This greatly simplifies the financial and tax aspects of the investment. eSports had a valuation of $1.45 Rare editions can be elusive. billion by 2030.

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Long-Term Planning for Founders & Builders: A “Phase-Gate” Process

Brown Advisory

Managing Assets, Preserving Time Business founders may find it odd—or even superstitiously dangerous!—to Throughout the business growth cycle, from startup to exit, we concentrate our engagement with founders and builders on a limited set of focused activity periods, each one targeting key moments in their business’ evolution.