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.
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.
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.
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.
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 as estates and trusts, cyber and information security, family office, insurance advisory, cryptocurrency and more.
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.