Educational essentials

Educational Essentials

Qualified small business stock (QSBS)

Understand the qualified small business requirements and how to take advantage of QSBS tax treatment for eligible stock options.
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How stock options are taxed: A complete guide

Learn about stock options taxes, including the tax treatment differences between ISOs and NSOs, holding periods, exercising, and the alternative minimum tax.
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How stock options work

Learn the fundamentals of stock options, including the different types, how they are granted and vested, and the process for exercising and paying taxes.
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Vesting: A guide to equity schedules

Learn everything you need to know about vesting, including how vesting schedules work and how to structure them for your team.
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Advisory shares: A founder’s guide

Learn how advisory shares work for early-stage companies, and how to start issuing equity to your advisors with this comprehensive guide.
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A founder’s guide to the 409A valuation

Learn everything you need to know about 409A valuations including what they are, when you need a valuation, valuation methodologies, and the full process.
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