Financial Planning Startup Wealth Advisor 
Harness Wealth
APRIL 17, 2023
Equity compensation is a popular strategy used by startups to attract and retain top talent, and it can sometimes result in significant financial rewards for founders and employees alike. However, realizing the value of equity can be rare, particularly when the company has no immediate plans to go public.
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.
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Harness Wealth
MARCH 24, 2023
In this article, we’ll define some of the most common forms of equity compensation issued by startups and established companies alike, including RSUs, ISOs, NSOs, and more. However, the 83(b) election carries risks and should be carefully considered with the help of a financial advisor.
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.
Harness Wealth
MARCH 9, 2023
Work with a Harness Wealth Advisor If you hold pre-IPO equity in Reddit or any other companies, Harness Wealth can match you with an experienced tax and financial advisor whose goal is to help you make the most of your equity compensation.
The Big Picture
OCTOBER 19, 2022
It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product.
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. Strongly consider engaging a personal team of tax and financial advisors to help guide you through the process.
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