by Chelsea Rustek | Mar 23, 2023 | Tax Planning, Tech Industry
The company’s private equity deal gives current and former employees who hold restricted stock units a big payday. It’s generally been a dry season for IPOs, with companies’ internal valuations falling lower by the bell ring. Whenever we see a possible IPO, it somehow...
by KBFA Team | Feb 28, 2023 | Tax Planning
Key Takeaways Your tax credit is an asset Use the credit to reduce your tax, don’t use tax to reduce the credit File form 8801 every year until you’ve used all credits To effectively manage your credit is to effectively manage all related financial decisions Invest in...
by Chelsea Rustek | Oct 25, 2022 | Tax Planning
In my last blog post, I talked about tax withholding. And while withholding can feel heaven-sent for most people, especially those with set, predictable salaries, it doesn’t always work for everyone. Particularly if you earn commissions, have irregular income, or are...
by Jim Brightman | Aug 23, 2022 | Tax Planning
We know the IRS loves to make sure they get their fair share of taxes… So is it ~really~ true that they’d allow 100% tax exclusions on anything? Especially investments?!? Believe it or not… yes! Owners of qualified small business stock (QSBS) can be eligible for...
by Chelsea Rustek | Jul 7, 2022 | Tax Planning
In the world of startups, “angel investing” has become a pretty sexy term… for a number of reasons. One, when a startup gets an angel investor to back their business, it usually means the founders can eat something other than rice and pinto beans, and the company has...
by Chelsea Rustek | Jun 5, 2022 | Tax Planning
If you were around when a corporation was still small but it’s become large (like as a founder or one of the first employees), you may have stock that qualifies for the Section 1202 exemption… which basically means you don’t pay capital gain taxes upon the sale of...
