Planning Startup Tax Planning Valuation 
Harness Wealth
FEBRUARY 26, 2023
Cost-saving tax planning can be much more difficult to implement after your company is well-established and has reached the stage where an IPO, merger, or acquisition becomes a likely event. Types of shares to offer: ISOs, NSOs, RSAs, RSUs Startups must determine how best to issue stock shares to employees.
Harness Wealth
FEBRUARY 27, 2023
Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS.
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Darrow Wealth Management
FEBRUARY 20, 2023
Working for a startup can pay off big financially, but a lot must go right along the way. If you are considering taking a job at a startup or private company with plans for an exit, there’s a lot to consider before accepting an offer. Here are some considerations for how to negotiate equity in a private company or startup.
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?
Harness Wealth
MARCH 9, 2023
Reddit is planning an IPO for the second half of 2023. But between subpar macroeconomic conditions and a lackluster IPO market, the plans were soon put back on the shelf. But between subpar macroeconomic conditions and a lackluster IPO market, the plans were soon put back on the shelf. How does Reddit make money?
Harness Wealth
MARCH 18, 2022
In this article on evaluating startup offers, we discuss: What’s typically shared about equity? How much will I be able to net after taxes? For tax purposes, those initial shares have a very low value (typically a fraction of a cent). Increasing Valuation. That’s included in this valuation. Source: [link].
Darrow Wealth Management
MARCH 24, 2024
6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. If the stock drops significantly during the year and you keep holding the shares, you could still trigger the AMT at the old, much higher, valuation.
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