A Simple Guide: How to Report Sell-to-Cover RSUs on Taxes
If you have RSUs, here’s how to report a sell-to-cover transaction on your tax return.
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Webinar: Short-Term Rentals & Tangible Property Rental Activity Rules
Watch our educational tax planning webinar on Short-Term Rental Planning presented by tax attorney Sam Boehr.
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Top 5 Equity Questions to Ask Before a Startup Job Offer
If you’re looking at a job offer with equity compensation, ask these questions to make sure you understand what you’re signing up for.
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Estate Planning: 2024 Trends for Tax Professionals to Watch
In this guest post, Harness Tax Advisory Council member, Griffin Bridgers, J.D., LL.M. covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024.
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Self-filing Your Taxes? These 5 Tax Mistakes May Be Costing You Money
If you self-file your taxes, especially if you have a complex scenario like owning a business or planning for retirement, you could be leaving money on the table. Let’s change that.
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What Happens to Your Stock After Your Company is Acquired?
In this guide, we cover the common scenarios that startup employees with equity may face during an acquisition.
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IPOs to Watch in 2024
Despite 2023 being one of the slowest IPO markets of the last decade, experts are saying that the initial public offering landscape will reverse course in 2024. In this article, we provide updates for investors and employees with equity compensation on the status of the market’s largest IPOs of the year.
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Navigating Taxes on Employee Stock When a Company IPOs
In this article, we cover how different forms of employee stock are taxed in relation to an initial public offering, and proactive strategies to take to potentially reduce your tax bill.
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What is a Schedule K-1 Tax Form?
If you receive income (or losses) from partnerships, S corporations, or certain trusts and estates, you’ll most likely be sent a Schedule K-1 form each tax season. In this article, we explore what a K-1 is, how the form works, and what you need to do with it if you get one.
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Equity Compensation: A Guide for Founders and Employees
Equity compensation can be a bit of an alphabet soup, with a long list of terms and acronyms to navigate. 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.
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