How the New Tax Law (Section 83(i)) Impacts Startup Equity

The new tax law offers relief for some employees who might otherwise have been forced to hold options or let them expire because of a large tax bill. But the new code doesn’t remove every obstacle in the way of employee liquidity—and one provision ostensibly designed to do so looks like it will fall well short. 

Disclosures Needed for an Employee Tender Offer

In order to conduct or facilitate a private tender offer, companies are often required to disclose confidential information they’re used to guarding closely. Learn more about what leading a tender offer may need to share the following with employee sellers.

A Legal Guide to Secondaries

We recently spoke to Craig Jacoby, legal specialist on secondary financing, about how companies should balance controlling their capitalization tables with providing liquidity opportunities to employees, and how to best manage some of the risk involved.

Could New Rules Make My Estate Plan Less Tax Efficient?

Clients of the Private Bank may face reduced tax savings starting in 2017 due to new Treasury Department regulations. These new rules will impact many families’ estate plans, and we suggest that investors and executives review their current structures as soon as possible. Changes may not be needed immediately, but an assessment of your estate plan may be prudent.