Incentive Stock Option Expiration Date Problem
As more and more startups elect to stay private for longer, the mandated 10-year expiration date on incentive stock options is becoming a real problem.
Entries by Marilu Livermore
Secondary Stock Sales: A Brief History
Secondary stock sales have always been possible, but their popularity has soared in the last 10 years. Learn about the history secondary transactions & market.
Section 1202 Stock: The QSBS Gain Exclusion
A little-known tax incentive for investing in qualified small businesses can help investors get $10M tax-free.
A Legal Guide to Secondaries
For private companies, deciding whether and how employees may sell shares can be tricky. On one hand.
Startup Founders and Executives Consider Financial Wealth Planning
Building a great technology start-up to and through a financial exit happens to a rare few.
Why the Stock Option System is Broken
Incentive stock options plans were originally designed to encourage employees to patiently help build startups over the long term.
How the New Tax Law (Section 83(i)) Impacts Startup Equity
Countless workers have been hit with surprise tax bills after they exercise options, the result of Internal Revenue Service rules that haven’t always been friendly to startups.
How to Avoid a Big Tax Hit on Secondary Employee Tender Offers
In Silicon Valley, a tender offer that allows longtime employees at high-performing startups to get some liquidity is fast becoming an expected benefit. While secondary stock sales have always been possible, their popularity—and legitimacy—has soared in the past 10 years as successful companies put off IPOs in favor of staying private
