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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If you've made crypto investments and are looking to reduce your tax bill, here are some strategies you can employ. Partnering with a crypto tax advisor can help you implement some of these strategies.
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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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Our 1:1 Equity Tax Planning Sessions are one of the most popular services we offer. It makes sense — these sessions get into the nuts and bolts of your specific tax situation, whether you’ve been through multiple liquidity events or are new to equity entirely. They’re a good fit for anyone trying to understand their current equity holdings and/ or prepare for an upcoming liquidity event.
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In the few weeks before Tax Day, you can still take some critical actions that can help optimize this year's tax return. Now is also a great time to plan ahead for next year.
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ISOs have a favorable tax treatment on exercise, but understanding your tax obligations and how to minimize your tax burden can be complicated. Before taking any decisions around your ISOs, it's important to understand the tax consequences and how that impacts potential future profits.
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We are excited about the release of the newest component to our platform, Harness Equity Tools. This offering moves us closer to our goal of giving builders like you absolute confidence in setting the best path toward your financial future with a comprehensive view of your assets and analyzing the strategic steps to take with your equity.
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As much as we would like to delay thinking about tax filings, the end of the calendar year is the perfect time to evaluate whether you have the right CPA and get the right one in place. Here are the four reasons why you shouldn't wait.
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Quarterly tax payments can seem intimidating, particularly in the first year that this happens for you or your household. We recommend that you think of them not just as an extra bill/hassle from the IRS, but a great opportunity to start being strategic about your overall tax plan as part of your financial goals.
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Working for a company that goes through an IPO can have life-changing financial consequences. It can also give rise to tax and legal issues that must be addressed proactively to protect and maximize your windfall.
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