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. How Do Tender Offers Work?

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Startup Taxes Risk Tolerance Consulting 52

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.

Taxes 52

Taxes Startup Wealth Advisor Financial Advisor 52

Harness Wealth

MARCH 9, 2023

The S-1 is a form that discloses a company’s financial and business details to potential investors and is generally seen as a publicly-available investment prospectus. Reddit remains tight-lipped on the details of its IPO and has hired investment banks Goldman Sachs and Morgan Stanley to help with the process.

Planning 52

Planning Taxes Advertising Tax Planning 52

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. It was a startup. It felt like a startup.

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