Why the Stock Options System is Broken

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 Impacts Startup Equity

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

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

Using Appreciated Equity for Charitable Giving

Three ways to maximize charitable giving and considerations around giving globally. Identify and execute on creative ways to implement your bold ideas quickly.

Understanding QSBS

If you are facing a potential taxable event from shares you acquired in a private company, understanding the ins and outs of Section 1202 of the Internal Revenue Code (IRC) just might ease the pain of one of life’s inevitabilities.

Three Essential Insurance Basics for Founders and Entrepreneurs

Proper insurance coverage can save time and money while providing peace of mind for the individual, loved ones and co-founders.

Exploring Founder Liquidity Options

This article explores some of the many ways that a founder can get the liquidity they need and continue to build their business for the long term.

New Estate Plan Tax Rules

Clients of the Private Bank may face reduced tax savings starting in 2017 due to new Treasury Department regulations.