Founders and Tech Executive Services
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)
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.
Gain Control Over Your Digital Asset Taxes
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.
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.
Contact Us
For more information or to discuss your business needs, please connect with a member of our team.
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Insights
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