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.
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.
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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Guide: Year-End Planning for Technology & Emerging Growth Companies
View our guide for a list of relevant due dates that startup and emerging growth companies should be aware of. While this is not meant to be a comprehensive list of all due dates, it will help keep you on top of the important filings to consider.
New Form for Section 83(b) Elections
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