Startup Taxes 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. In tax lingo, this is known as substantial risk of forfeiture.
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?
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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. In tax lingo, this is known as substantial risk of forfeiture.
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.
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. Additionally, because the shares are not your property until the vesting date, no taxes are owed until the vesting date. How are RSUs taxed?
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. How are restricted stock units taxed? The first is upon vesting when your RSUs are subject to the ordinary income tax.
Harness Wealth
MARCH 9, 2023
Each type of equity has its own tax implications, which we’ll explain below: ISOs and NSOs If you have ISOs or NSOs, exercising your options before the IPO date can provide many tax benefits. Another consideration is that exercising your options will come with capital gains taxes.
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