Harness Wealth

DECEMBER 30, 2024

The key differences between 83(i) and 83(b) elections The benefits and risks of an 83(i) election The eligibility criteria for an 83(i) election How to file an 83(i) election 83(i) compliance requirements for companies Is an 83(i) election right for you? To file the election, employees should prepare documentation similar to a 83(b) election.

Taxes 52

Taxes Compliance Compensation Planning Financial Advisor 52

Harness Wealth

NOVEMBER 12, 2024

Note that gifting private company stock may require a professional appraisal to establish fair market value and ensure compliance with IRS regulations. Changing your state residency can offer significant tax advantages, but the process requires careful planning and documentation. What is the Lifetime Gift Tax Exemption?

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Carson Wealth

MAY 4, 2023

In practice, ISOs create complex tax compliance and planning issues for both employers and employees. The following March, they provide their tax preparer with their tax documents, including information regarding Liam’s ISO exercises that year.

Taxes 52

Taxes Sales Planning Tax Planning 52