Startup Taxes 101: Strategies for Navigating Equity and Startup Growth
Startup Taxes 101: Strategies for Navigating Equity and Startup Growth
Navigating the complexities of startup taxes can feel daunting, but understanding the basics from the start can save you from costly mistakes down the line. That’s why we created this educational series to guide you through the startup tax essentials and help set your company up for success. In this second session, we move beyond the basics to focus on long-term strategy, equity optimization, and the critical tax benefits that founders often miss in their first two years.
In this recording, our panel of experts cover:
Building Your Tax Strategy Stack: How to integrate 83(b) elections, R&D credits, and QSBS eligibility into a simple, compliant stack that supports your company's growth.
Mastering QSBS & Equity: A deep dive into navigating QSBS qualifications, benefits, and pitfalls, including why timing your fundraising is critical for the 5-year hold period.
Due Diligence & Exit Prep: How to grant equity to early employees before priced rounds to lock in lower strike prices, and what tax records actually matter when you reach the due diligence lens of an exit.
Featuring
Allie Colman, CPA, MST
Northeast Technology Leader & Tax Partner
Aprio
Michael Sechuga, JD, CPA
Head of QSBS
Carta
Angelina Lam, CPA, EA
Senior Tax Advisor
Carta
DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.