Startup Tax Planning Wealth Advisor 
Darrow Wealth Management
JULY 30, 2024
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. It can also preclude some tax planning strategies down the road.
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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Darrow Wealth Management
JULY 30, 2024
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. It can also preclude some tax planning strategies down the road.
Harness Wealth
MARCH 23, 2023
Related reading: What are quarterly tax payments? The best approach for each decision may differ based on certain unique considerations (business model, industry, growth plans, personal financial situation, etc.)
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.
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. Before you rush to any decisions, book an Equity Tax Planning Session today.
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.
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