Will a change to the U.S. carried interest loophole have a material impact on how capital is invested into startups?
India on July 1 implemented a 1% tax on cryptocurrency trades over 10,000 Indian rupees, or about $127. There’s already been a chilling effect on Indian digital asset marketplaces.
The cost of failing to report — or incorrect reporting of — proceeds from crypto-related activities could be extremely high if the IRS gets you in its crosshairs.
Section 1045 allows a founder or stockholder whose company has been sold before the five-year holding period to defer the capital gain by rolling the sale proceeds into a replacement QSBS.
Buried in Biden’s 2021 tax plan are new amendments to the U.S. Qualified Small Business Stock (QSBS) program, which, if passed, will impact early-stage startup employees, founders and investors.
When the time is right, employees should actively look for help from a qualified fiduciary financial adviser who can walk these could-be "options millionaires" through various cash-in scenarios.
Here are some advanced equity planning strategies that you can implement at different stages of your company life cycle to reduce tax and optimize wealth for you and your family.