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.
Qualified small business stock is one of the most impactful gain exclusions in the entire Internal Revenue Code (IRC) and our team can identify, document, and help you realize the benefits of founder shares. We routinely enable clients to exclude $10 million or more of capital gain on the sale of their businesses.
Learn MoreWhen 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.
Learn MoreAs 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.
Learn MoreFounders often seek secondary sales for liquidity. We offer expertise when analyzing due diligence and tax consequences.
Learn MoreFrom 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.
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As digital asset reporting requirements become standard, taxpayers face mounting challenges in accurately tracking the cost basis of their crypto holdings. Whether you’re a long-term holder, an active trader or a DeFi participant, Withum’s crypto-savvy advisors can help you stay compliant and optimize your tax position.
Receiving equity from a U.S. company if you are not a U.S. citizen or resident alien can raise questions about how and when that equity is taxed in the United States. For U.S. tax purposes, these individuals are generally referred to as “nonresident aliens” or “non-U.S. persons.” One common consideration is whether to file an…
For many New Yorkers, estate tax planning has felt like something that could wait. Under current law, that reaction is understandable. New York’s basic exclusion amount for 2026 is $7.35 million, which means many families and business owners still feel comfortably outside the state estate tax conversation. That is why the recent proposal linked to…
As the IRS continues shifting toward electronic only payments, taxpayers are gaining convenience — but also facing new pitfalls. Whether you’re making an estimated payment, an extension payment or paying a balance due with a notice, correctly selecting the payment type and tax year is essential to keeping your IRS account accurate and avoiding unnecessary…
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.
For more information or to discuss your business needs, please fill out the form and a member of our team will connect with you timely.