Founder stock
Review purchase documents, vesting provisions, payment evidence and capitalization records.
Equity decisions can create tax consequences long before liquidity.
Founder stock, vesting terms, option exercises and equity compensation require attention to dates, documents, valuation information and the applicable tax rules.
Section 83(b)
Discuss whether an election may be relevant, the filing deadline and the records that should be retained. Filing is time-sensitive and fact-specific.
Options and restricted equity
Consider the tax treatment of grants, vesting, exercise decisions and disposition scenarios.
Advisor coordination
Align tax analysis with company counsel, plan administrators and valuation professionals when appropriate.
Bring the facts into focus before the next decision.
A consultation begins with what has happened, what may change and which documents are available.
Discuss your situation