How startup employees can sell their pre-IPO shares in tender offers or secondary transactions and what the tax implications are of doing this.
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Qualified Small Business Stock (QSBS) may allow you to exclude gains on all or a large portion of your Federal capital gain tax when you sell your stock.
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Most taxpayers are unaware that the US tax system is progressive. This means that your income is taxed at a higher rate as your income increases. These are called progressive tax brackets.
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Here's the bad news: owing taxes when you file your tax return can result in underpayment penalties. The more you owe, the bigger the potential penalties.
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Most startup employees can't afford the cost + taxes when they exercise their stock options, but you have options.
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If you owe money on your taxes and need more time to pay, here are some simple steps to get started applying for a payment plan with the IRS or your State of residence.
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Price of PreferredThe value that investors paid per share in the most recent round of fundraising. This is usually higher than the price that employees pay per share (fair market
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Have you exercised incentive stock options (ISOs) in the past few years? If so, you likely got hit with a sizable Alternative Minimum Tax (AMT) fee. AMT applies when you
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Making estimated tax payments is one way to avoid a huge lump sum tax payment at the end of the year. Instead, you send money to the IRS throughout the
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By definition, a 409A valuation determines the fair market value of a startup company’s stock. These valuations are usually conducted by an independent third party and are filed with
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When you exercise your stock options (ISO, NSO), you will need to consider the tax implications to exercising. The employee pays taxes on the spread between your stock’s fair
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If you have stock options (ISO, NSO or RSU), chances are you’ve heard about Alternative Minimum Tax. But what exactly is it and how is it calculated? And more
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If you leave a startup company, whether by choice or you are asked to leave, it’s important to know what happens to your employee stock options (ISO, NSO). When
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Employee salaries are a major expense for most startups, which is why many elect to enhance their employee compensation with restricted stock units (RSUs) and other stock options. Such a
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If you own capital assets, such as a house, stock options (ISO, NSO, RSU), or a retirement plan, then you need to be aware of the term "capital gains". Eventually,
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As startups are finding ways to attract top talent, stock options have become a common perk to offer monetary incentive and give employees a sense of pride and ownership in
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Option grants (ISO, NSO) or RSUs are a promise from your employer that you will receive stock in a company at a discount to what investors are paying. Before you
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Most startups enter competitive landscapes when they open their doors, particularly when it comes to talent sourcing. With limited budgets, they’re usually not in a position to compete on
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If want to know the current value of a company that is traded on the public stock market (e.g. NYSE or NASDAQ), you can easily go online and look
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