Founders and executives face unique situations and tax issues that are distinct from their businesses. Withum can offer an unmatched network of resources designed to ensure you have the skilled assistance necessary to mitigate taxes, maximize wealth and achieve your goals.
What Can Impact You as a Technology Founder?
When it comes to understanding stock options, the list can feel endless – restricted stocks, incentive stock options, nonqualified stock options. As a founder, insight from the planning stage to income-tax forecasting is key.
As the needs of your business change, so do our services. We provide insight into the compliance and tax aspects of mergers and acquisitions for a smooth transition.
Founders often seek secondary sales for liquidity. We offer expertise when analyzing due diligence and tax consequences.
From personal tax to state and local tax to international tax, our experts can help you understand your personal tax liability and maximize after-tax cash flow.
Qualified Small Business Stock (QSBS)
Your stock benefits should not be complicated. Our team can identify, document, and help you realize the benefits of founder shares.
Continued Solutions
Of course, we understand that every situation is different, which is why we are dedicated to working with you as a trusted advisor. We continually add and improve our current services to cover any and every situation such:
Consistency at Every Stage
No two businesses are the same and no two founders are, either. That’s why Withum’s dedicated staff delivers individually tailored solutions that look beyond just the next pressing issue. From startup to liquidity, you deserve consistent care and timeliness – and that’s what you can expect at every stage.
Equity Compensation in 60 Seconds
Equity can be complex. However, equity can be a considerable part of compensation packages and can take many forms, including stock options. Withum’s Founders and Tech Executive Services Team is here to help simplify equity compensation and explain some general tax considerations of several types of equity compensation.
QSBS Quick Bites
Qualified Small Business Stock (QSBS) is one of the most advantageous provisions in the tax code. It refers to stock issued by a qualified small business that meets specific criteria outlined in Sec. 1202 of the Internal Revenue Code. Withum’s Founders and Tech Executives Services Team is here to help you and your company understand the eligibility requirements for QSBS as well as different strategies you can employ to maximize your tax savings.
Contact Us
Founders and Tech executives face unique situations and issues that are distinct from their businesses. Reach out to our team to learn how we can help you mitigate taxes, maximize wealth and achieve your goals.
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QSBS Quick Bites
QSBS Quick Bites is a video series to help founders and tech executives understand the eligibility requirements for QSBS as well as different strategies you can employ to maximize your tax savings.
Harvesting Tax Losses
Tax loss harvesting is an income tax planning strategy that involves selling investments at a loss with the intent to offset capital gain income. This strategy is beneficial to taxpayers […]
On-Demand Webinar: The Ins and Outs of QSBS and Equity Compensation
This on-demand webinar presented by Withum’s Founders and Tech Executives Services Team explores the basics of Qualified Small Business Stock and Equity Compensation and their impact on Tax Planning. In […]