Darrow Wealth Management
NOVEMBER 17, 2022
A tech employee at a startup has stock options. Excluding any improvements they made to the home, realtor fees, etc., the taxable gain is $1.7M. The surtax will increase the Massachusetts tax liability by $68,000 on the sale of their home.
Harness Wealth
MARCH 11, 2024
As a company founder, early startup employee, or small business owner, you may find yourself in a higher tax bracket as your business grows or you realize gains from equity compensation. But that doesn’t mean you simply have to accept a higher tax bill.
Diamond Consultants
JUNE 28, 2023
Plus, they would be passing up on monetizing in the short term by eschewing a large transition package, in addition to the startup costs associated with setting up a business, leaving many advisors to conclude that independence is just a bridge too far.
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