A Section 83(b) election is a short letter you send to the IRS to clarify how you want to be taxed on your equity. Learn how it can affect your tax bill.
The basic purpose of ASC 718 is to outline how companies should expense equity awards in their income statements. Here’s what else you should know.
S-corp is a tax classification that may benefit qualified business entities, such as corporations and even LLCs. Here’s a full breakdown of S-corp vs. LLC.
A 409A valuation is an appraisal of a private company’s fair market value (FMV). It determines the price of stock options offered to employees. Learn more.
Qualified small-business stock (QSBS) is intended to promote investment in startups by means of a powerful tax benefit. Read more to see if you qualify.
The Alternative Minimum Tax (AMT) exists parallel to the regular income tax system. Taxpayers who earn above a certain amount may need to pay it. Read more.
Rule 701 allows qualifying private companies to avoid the expense of providing some financial disclosures. Here’s what founders and employees should know.
As a startup founder weighing whether to form a C-corp vs. LLC, you’ll need to consider tax consequences, regulatory requirements, and more. Read on.
Form 3921 is an important IRS tax form that must be filed if employees exercised Incentive Stock Options (ISOs) in the last tax year. Learn how to file it.
Single-trigger and double-trigger acceleration happen when specific events cause the vesting schedule of an equity grant to speed up. Learn more.
In choosing whether or when to exercise stock options, tax implications play a role. But different types of stock options are taxed differently. Read more.
S-corp and C-corp are federal tax classifications commonly used by corporations. Here’s how they differ, and how to choose the right one for your startup.
Converting an LLC to a C-corp is easier in some states than others, but it may be necessary if you want to attract investment and offer equity. Here’s how.
What is a 409A valuation, why you need one, and how to get one
A complete guide that covers the essentials of the Corporate Transparency Act: BOI filing requirements, exemptions, penalties, and more.
From incorporation to equity compensation and tax preparation, we provide you with essential strategies, calendars, and insights to navigate the complex compliance landscape efficiently.
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