Founders and executives with equity compensation need to be prepared for state tax exposure, even in states where they do not live. In a landmark decision that reverberates beyond Massachusetts, the Massachusetts Appeals...more
4/8/2025
/ Appeals ,
Business Ownership ,
Capital Gains ,
Corporate Counsel ,
Corporate Taxes ,
Entrepreneurs ,
Equity Compensation ,
Executive Compensation ,
Non-Resident Income Taxes ,
Non-Residents ,
State and Local Government ,
State Taxes ,
Tax Liability ,
Tax Planning
Internal Revenue Code (IRC) Section 1202 offers a significant tax incentive for investors in qualified small business stock (QSBS). This provision allows eligible shareholders to exclude up to 100% of capital gains realized...more
3/18/2025
/ Acquisitions ,
Buyers ,
Capital Gains ,
Eligibility ,
Employees ,
Internal Revenue Code (IRC) ,
Investment ,
Investors ,
IRS ,
Mergers ,
Qualified Small Business Stock ,
Sellers ,
Shareholders ,
Stocks ,
Tax Incentives ,
Tax Liability ,
Tax Planning ,
Venture Capital
If a private equity buyer is exploring an acquisition of the company you manage, and you anticipate remaining involved in the business after the sale, there are a number of options that may be appealing to you. It is likely...more
3/6/2025
/ Acquisitions ,
Buyers ,
Co-Investment Rights ,
Equity ,
Equity Compensation ,
Incentive Compensation ,
Incentive Stock Options ,
Phantom Stock Plans ,
Pre-Sale Agreements ,
Private Equity ,
Profits Interests ,
Restricted Stocks ,
Rollover Equity ,
Stock Appreciation Rights ,
Stock Options ,
Tax Planning