If you’re a startup founder or a startup employee who received restricted stock, or you’re early exercising stock options, filing an 83(b) election can be a valuable tool to minimize taxes on your equity.
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In this comprehensive guide, we unravel the complexities of Restricted Stock Units (RSUs), helping you understand how to minimize tax liabilities tied to your equity compensation, and maximize your earnings potential in a liquidity event.
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In this guide, we explore how a tender offer can provide liquidity for startup employees and the best practices for handling the tax consequences of a liquidity event.
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If you hold pre-IPO equity in Reddit, 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.
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In March 2023, Stripe, the payment processing giant of Silicon Valley, raised $6.5 billion in a Series I funding round. If you hold shares in the fintech company, here’s what you need to know.
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While it may seem premature to plan for reducing taxes as you're just getting off the ground, there are a few key tax-related decisions that are worth taking right from the beginning for many startups and their founders, given the high growth potential.
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You don’t need a new year’s resolution to become more familiar with your financial and tax planning opportunities. Here are 5 tips to help you gain control of your finances in 2023.
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Learn what your equity could be worth based on various exercise/sell strategies. Our Equity Tax Insights tool will project AMT calculations from exercising options and capital gains taxes from selling shares.
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You waited patiently for years and now your company is finally public. It’s a really exciting milestone. But what happens after an IPO? Over the past few months, tech stocks have not all performed well. While it’s definitely not the result you were hoping for in the short-term, there are some silver linings to a depressed stock price that you can take advantage of.
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You’ve worked for months to secure the perfect new job — and now you have the offer in hand. One of the most attractive components of the role is the equity. The hiring manager is telling you it’ll be worth a lot, so how do you assess what’s being offered?
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