Harness Wealth

MARCH 27, 2025

As dynamic as the secondary market may be, secondaries come with complex tax implications that can significantly impact returns if not properly managed. What are the tax implications of secondary transactions? What are the tax challenges in secondary transactions? What tax strategies optimize secondary investments?

Taxes 52

Taxes Tax Planning Assets Compliance 52

Abnormal Returns

FEBRUARY 27, 2023

wsj.com) Taxes on share buybacks are a speed bump. capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations. theinformation.com) What makes for a great startup name. (msn.com) S&P 500 companies could do $1 trillion in buybacks in 2023.

Startup 130

Startup Financial Advising Valuation Economy 130

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. The first three options are pass-through entities, so profits and losses are distributed to the owners who are taxed on them.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

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. For example: How much do you need to budget for taxes?

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Darrow Wealth Management

JUNE 24, 2025

As a startup or private company employee, you may have the option to participate in a tender offer from your employer. Tax implications Interested sellers should always consult a tax professional before accepting a tender offer. There are many tax considerations and nuances which can impact the outcome. Do you have QSBS?

Taxes 59

Taxes Numbers Consulting Sales 59

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. In tax lingo, this is known as substantial risk of forfeiture.

Taxes 52

Taxes Tax Planning Startup Valuation 52

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. Do You Owe Taxes In A Tender Offer? Do You Owe Taxes In A Tender Offer? Table of Contents: What Is A Tender Offer? How Do Tender Offers Work?

Startup 52

Startup Taxes Risk Tolerance Sales 52

Harness Wealth

OCTOBER 5, 2024

It’s key to understand the tax implications of a secondary sale of private company stock. In some situations, transactions can trigger the higher short-term capital gains tax rate or be taxed as compensation. Understand Tax Implications Selling private company stock can have significant tax implications.

Startup 52

Startup Sales Taxes Consulting 52

Darrow Wealth Management

NOVEMBER 14, 2024

Tax implications of exercising and selling stock options If you have stock options as a large part of your income, taxes are especially important. How stock options are taxed depends on the type of options you have and your sale and exercise strategy. However, that doesn’t mean you won’t need to pay taxes!

Taxes 56

Taxes Sales Wealth Management Planning 56

Darrow Wealth Management

FEBRUARY 24, 2025

If you work for a private startup, you may be able to exercise your stock options early. In the right situations, early exercising stock options can reduce tax with an 83(b) election, and in the case of incentive stock options, potentially avoid the alternative minimum tax (AMT). Your state has its own tax laws.

Taxes 67

Taxes Startup Valuation Wealth Management 67

Walkner Condon Financial Advisors

MAY 1, 2023

ISOs and NQSOs differ in how they are treated from a tax perspective at exercise and upon the disposal (sale) of the stock. RSUs are taxed as compensation income upon vesting (with one exception of deferring the taxation using an 83(i) election , if eligible to do so). That is about 1 out of every 2,000 startups.

Taxes 98

Taxes Startup Planning Valuation 98

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. Exercise ISOs early in the year to manage or avoid AMT To get long-term capital gains tax treatment, you need to hold ISOs through the end of the year of exercise.

Taxes 59

Taxes Tax Planning Planning Sales 59

WiserAdvisor

MAY 29, 2025

IRAs offer tax advantages and encourage consistent, long-term investing. Growth investors look for companies that are expected to grow revenues and profits at an above-average rate such as tech firms, innovation-driven startups, and companies expanding into new markets.

Accounting 59

Accounting Wealth Accumulation Investments Investing 59

Darrow Wealth Management

JUNE 2, 2022

Quite simply, a down round is when a company raises money at a lower valuation per share relative to earlier financing rounds. A simple example: a startup raises a Series B at a $30M post-money valuation and a Series C at a $20M post-money valuation. Working for a startup involves risk. Startups also need cash.

Startup 52

Startup Valuation Taxes Wealth Management 52

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. Exercise ISOs early in the year to manage or avoid AMT To get long-term capital gains tax treatment, you need to hold ISOs through the end of the year of exercise.

Taxes 52

Taxes Tax Planning Planning Sales 52

Harness Wealth

MARCH 3, 2023

How do taxes work in a tender offer? A Stripe liquidity event is coming Rumors of a Stripe IPO began circling in 2021, after a $600 million Series H financing round pushed the company’s valuation to a massive $95 billion. Stripe is facing a hefty tax bill associated with the equity compensation of its many employees.

Taxes 52

Taxes Valuation Startup Sales 52

Cornerstone Financial Advisory

NOVEMBER 20, 2023

These Tips Can Help You Understand The Tax Situation Whether picking up painting or cooking new concoctions in your kitchen, starting a new hobby is always fun and a great way to learn something new. Did you know there are some tax considerations when starting a new hobby? .” – Salvador Dalí Starting A New Hobby?

Marketing 105

Marketing Marketing Taxes Economics 105

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].

Valuation 52

Valuation Taxes Tax Planning Startup 52

Harness Wealth

MARCH 23, 2023

In this article, we explain Restricted Stock Units (RSUs), their popularity as a form of equity compensation, and how to best minimize tax liability on any RSUs you may have now or in the future. Private company RSUs If you have RSUs in a private company, the value of your shares is based on the current 409A valuation.

Taxes 52

Taxes Startup Tax Planning Valuation 52

The Big Picture

MAY 7, 2024

She’s also involved with wealth.com, and I could, I could give you a long list of all the things she’s, she’s done Kahoot, super telly, just all, all these really fascinating startups. So I, you know, I, I learned so much and Microsoft was like a startup inside of a big company for me. Like that was the hot thing.

Startup 144

Startup Advertising Engineering Numbers 144

The Big Picture

NOVEMBER 21, 2023

Brad Gerstner is a founder and investor in technology startups. And he had a little startup RV company called Forest River. But one of the things I learned in that first startup, I had two guys on the two investors who were not traditional venture capitalists. What can I say? Once again? I have an extra special guest.

Investments 246

Investments Investing Startup Accounting 246

Brown Advisory

MARCH 1, 2016

In 2011, a Tel Aviv-based startup called Cyvera began developing cybersecurity software deploying the coding equivalents of barriers and traps to thwart hackers staging potentially devastating “zero-day attacks.” Less than two years later, Palo Alto Networks purchased the company for $200 million—a more than 25-fold surge in valuation.

Valuation 52

Valuation Clients Communication Investments 52

Harness Wealth

MARCH 9, 2023

Reddit has its sights set on a $15 billion valuation for its IPO , but achieving that goal may prove challenging. However, Fidelity later reduced the valuation to $6.6 Another consideration is that exercising your options will come with capital gains taxes. AMT is a separate tax calculation that can result in a higher tax bill.

Planning 52

Planning Taxes Advertising Commission 52

Brown Advisory

MARCH 1, 2019

Throughout the business growth cycle, from startup to exit, we concentrate our engagement with founders and builders on a limited set of focused activity periods, each one targeting key moments in their business’ evolution. We also work with clients on best practices to support an eventual exit valuation of the enterprise.

Planning 52

Planning Estate Planning Clients Startup 52

Brown Advisory

MARCH 1, 2019

Throughout the business growth cycle, from startup to exit, we concentrate our engagement with founders and builders on a limited set of focused activity periods, each one targeting key moments in their business’ evolution. We also work with clients on best practices to support an eventual exit valuation of the enterprise.

Planning 52

Planning Estate Planning Clients Startup 52

The Irrelevant Investor

JULY 24, 2017

People's view of gold is driven by who is in the White House, how much taxes you pay, whether you're employed or on government assistance, etc. Third, Betterment just received $70 million in funding, at an $800 million valuation. Gold is pure emotion. It's the 'if everything goes to hell trade.'

Financial Advisor 52

Financial Advisor Wealth Management Valuation Clients 52

Fortune Financial

AUGUST 31, 2022

Many firms and startups, whose shares can be bought and sold, are involved in green industries, such as alternative energies and materials. These bonds may also come with tax incentives, making them more attractive than traditional bonds. This type of tax incentive is typically applied to municipal bonds in the United States market.

Investments 52

Investments Investing Government Portfolio 52

Cornerstone Financial Advisory

MAY 21, 2024

These Tips Can Help You Understand The Tax Situation Whether you pick up painting or cook new concoctions in your kitchen, starting a new hobby is always fun and a great avenue to learn something new. Whether your losses are due to circumstances beyond your control (or are normal in the startup phase of your type of business).

Marketing 52

Marketing Marketing Economics Taxes 52

Trade Brains

MAY 22, 2023

Furthermore, emerging D2C startups and the re-launch of the Campa Cola brand under Reliance Industries are two events that will have a significant bearing on the market in the coming years. During the same period, the profit after tax accelerated at a much sharper annualized rate of 38.9% to Rs 1,550 crore. 94,500 EPS ₹25.80

Sales 52

Sales Manufacturing Distribution License 52

Harness Wealth

FEBRUARY 4, 2025

Alternative investments offer investors access to startups, real estate, and other non-traditional opportunities beyond stocks and bonds. In this article, well explore all the details of alternative investments, the reasons behind their growth as an investment choice, and how their tax treatment differs from traditional assets.

Taxes 52

Taxes Investments Investing Startup 52

Brown Advisory

OCTOBER 11, 2021

With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Constituents of the index include all tax-qualified REITs with more than 50 percent of total assets in qualifying real estate assets other than mortgages secured by real property. equity REITs.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Brown Advisory

OCTOBER 11, 2021

With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Constituents of the index include all tax-qualified REITs with more than 50 percent of total assets in qualifying real estate assets other than mortgages secured by real property. equity REITs.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Abnormal Returns

AUGUST 6, 2023

michaelparekh.substack.com) Venture capital Q2 2023 startup data from AngelList show median valuations back to pre-pandemic levels. wsj.com) Starting next year, most US taxpayers will be able to file their taxes completely paperless with the IRS. angellist.com) The tidal wave of down rounds is here.

Financial Advising 246

Financial Advising Startup Economics Valuation 246

The Big Picture

JANUARY 21, 2025

I think it’s very hard to say stocks are objectively cheap because all of these valuation metrics have, have become unreliable over the decades as the nature of the stock market has changed. And then I was approached by Citigroup about being director of financial education for this startup called MiFi. Right, right.

Investments 144

Investments Investing Management Retirement 144

The Big Picture

NOVEMBER 8, 2022

CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. And so, Crispin and I were having lunch in late 2003.

Banking 144

Banking Valuation Economy Investments 144

The Big Picture

SEPTEMBER 26, 2022

? ?. The transcript from this week’s, MiB: Steve Case on AOL, Startups & Venture , is below. And if you are at all interested in technology, venture, startups, entrepreneurship, I suspect you will also. And in our early days, we really just tried to figure out like many startups get noticed to stay alive.

Startup 167

Startup Investments Investing Numbers 167

WiserAdvisor

FEBRUARY 14, 2024

There are no lock-in periods, penalties, or complex tax considerations. Profits earned from selling sneakers are simply added to your income and taxed accordingly. This greatly simplifies the financial and tax aspects of the investment. eSports had a valuation of $1.45 eSports is not just a trend. billion by 2030.

Investments 59

Investments Investing Retail Banking 59