Equity Compensation: Three Essentials You're Not Thinking About

Equity Compensation: Three Essentials You're Not Thinking About

The startup ecosystem frequently talks about the nuances of equity compensation. Concepts like vesting and cliffs, ISOs versus NSOs, or when to switch to RSUs are basic considerations made by companies when setting up their equity compensation plan.

However, there are 3 key essentials companies don’t often consider. Watch this recording to learn more about:

• How to potentially save your employees millions of dollars in equity tax breaks with qualified small business stock
• How your employees’ equity value is impacted by a 409A Valuation
• How your employees’ equity will be taxed at the end of the year

Our team of experts share updates on the latest QSBS policy discussions, so you can understand what information is collected and how it’s evaluated to determine your company’s QSB status; plus an overview on 409A Valuation and how it will impact your employees’ taxes.

Featuring

Anthony Cimino
Head of Policy
Carta

Shelby Skoczylas
Manager, Equity Advisory
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Kristoffer Warren
Technical Senior Manager, Valuations
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