S Corporations & Blank Check Preferred Stock
I have heard this a number of times in regards to S Corporations & Blank Check Preferred Stock: "A corporation cannot make an S election if it has preferred stock authorized in its charter, even if...
Joe Wallin
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RSUs: The Tax Problems in the Startup Context
Restricted Stock Units (RSUs) are not a good choice of equity compensation for a startup. RSUs work great for big public companies, like Amazon or Microsoft.
Warrants: The Tax Story
Warrants can be confusing from a tax point of view. There are a couple of reasons for this. But the primary reason is probably that how a warrant is taxed is driven.
Crowdfunding Tax Advice From the IRS
Dan Wright and Joe Wallin If you are going to raise money through a crowdfunding campaign, you need to think through the tax consequences before you start.
Stock Option Plan Administration: A Guide
Stock option plan administration requires regular attention to compliance obligations.
Nonqualified Stock Options: Tax Withholding on Former Employees
It is well known that a company has to withhold income and employment taxes from an employee exercising nonqualified stock options.
How to Share Equity
By Nikki Piplani and Joe Wallin If you are a startup company founder, one of the first questions you will have will be about sharing equity with your early hires.
Incentive Stock Options: The Qualifications and Limitations
In startup land, aside from cash compensation, stock options are the most important part of employee compensation.
Tax Free Startup Company Stock
If you are not familiar, last December the Congress and the President made permanent one of the most significant tax breaks probably ever made available to founders and investors in startups.
Trademarks: When To File Outside the U.S.
By Ashley Long If you are a startup company, your brand (your trademarks) may be one of your most important items of intellectual property.