Darrow Wealth Management

JULY 30, 2024

Startup founders, early employees, executives, and other service providers can make an 83(b) election. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For fast-growing startups, this can be a big headache, especially when there isn’t a public market for the stock.

Taxes 104

Taxes Tax Planning Startup Valuation 104

Darrow Wealth Management

FEBRUARY 24, 2025

If you work for a private startup, you may be able to exercise your stock options early. So employees with equity compensation still need to earn their startup equity. It may make sense to consider exercising startup shares immediately if: Shares currently qualify for Section 1202, qualified small business stock.

Taxes 67

Taxes Startup Valuation Wealth Management 67

Darrow Wealth Management

JULY 30, 2024

Startup founders, early employees, executives, and other service providers can make an 83(b) election. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For fast-growing startups, this can be a big headache, especially when there isn’t a public market for the stock.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Darrow Wealth Management

NOVEMBER 5, 2024

If you invested in a startup or small business (founders, employee exercise of stock options, business owner), you need to know about qualified small business stock. Through ongoing financial advice and asset management, we aim to help our clients make the most of a sudden wealth event.

Taxes 73

Taxes Wealth Management Tax Planning Assets 73