Walkner Condon Financial Advisors

APRIL 27, 2023

Stock options are a common form of compensation for employees, particularly in startup companies. When an employee is granted stock options, they are not immediately taxed on the value of those options. In addition to federal taxes, stock options may also be subject to state and local taxes.

Consultants 105

Consultants Consulting Taxes Startups 105

Walkner Condon Financial Advisors

MAY 1, 2023

ISOs and NQSOs differ in how they are treated from a tax perspective at exercise and upon the disposal (sale) of the stock. RSUs are taxed as compensation income upon vesting (with one exception of deferring the taxation using an 83(i) election , if eligible to do so). That is about 1 out of every 2,000 startups.

Companies 98

Companies Liabilities Taxes Private Companies 98

This is going to be BIG.

JANUARY 18, 2010

Startups Showcase Fashion 2.0 and FashInvest invite the online fashion community to present their startups to the audience and special feedback panel consisting of leading investors in the space. This month's talk is about corporate formation, investor visas and and tax accounting for startups.

Startups 60

Startups Venture Capital Legal Taxes 60

Walkner Condon Financial Advisors

MARCH 16, 2023

information about the Silicon Valley Bank failure could spread rapidly (via say Twitter or Facebook, two former Silicon Valley startups), the FDIC (with the backing of the treasury) basically said they would insure all deposits for the time being including those above the limit. In this case, worried that the (mis?)information

Banks 98

Banks Financial Institutions Startups Assets 98

The Big Picture

MAY 10, 2023

Manhattan became dependent on its elite earners — a large share of the tax base came from a tiny proportion of the population — who were also the only group who could afford to live in its increasingly expensive neighborhoods. ( CityLab ) • Disney v DeSantis: what’s at stake for Florida as legal tug-of-war ramps up?

Startups 59

Startups Venture Capital Legal Asset Management 59

Cobalt

JUNE 24, 2024

Much of the focus was on the economic relationship and potential partnership for investing in areas such as technology startups in Kenya’s “ Silicon Savannah ” or sharing funding from the CHIPS Act. The information contained in this blog post is not legal, tax, or investment advice.

Startups 52

Startups Legal Liabilities Taxes 52

Cobalt

OCTOBER 14, 2024

Meanwhile, venture rebounded as well, but more mildly, as the recovery from the crisis was less conducive to startups and tech. The information contained in this blog post is not legal, tax, or investment advice. The roles were reversed at the start of the 2020s, as VC experienced sharp recovery from the COVID bottom-out.

Venture Capital 52

Venture Capital Returns Capital Buyout 52

Hedgestone

JUNE 17, 2024

Before you make any moves, it’s crucial to grasp the legal and financial implications that come with selling a business amidst divorce proceedings. It’s crucial to understand the legal frameworks that might impact this decision. Selling without consent or proper valuation could lead to legal repercussions.

Legal 52

Legal Consulting Consultants Assets 52

Zajac Group

JANUARY 14, 2022

If you have equity compensation and are in an abnormally high-income tax year, it often makes sense to consider how you may be able to offset that pending tax liability. One way to mitigate the tax bill might be to give to charity. Giving to charity in a high-income tax year makes sense for several reasons.

Funds 52

Funds Taxes Legal Liabilities 52

SuperAngel.Fund

MARCH 24, 2023

Though impossible to see in the heat of the moment, it is obvious looking back that those experiences gave me the major competitive advantage that I have today: founder empathy and a unique understanding of the startup journey. Nearly a decade after it closed, I still get asked why RetailMLS did not work out.

Angel Investors 59

Angel Investors Due Diligence Legal Startups 59

Fortune Financial

MAY 4, 2023

Venture Capital Another option is to invest in private 3D printing startups through venture capital firms. These firms provide funding to startups with promising technology and business models, often in exchange for equity in the company. The information contained herein is based on current tax laws, which may change in the future.

Due Diligence 52

Due Diligence Investing Crowdfunding Startups 52

Fortune Financial

AUGUST 31, 2022

Many firms and startups, whose shares can be bought and sold, are involved in green industries, such as alternative energies and materials. These bonds may also come with tax incentives, making them more attractive than traditional bonds. This type of tax incentive is typically applied to municipal bonds in the United States market.

Investing 52

Investing Mutual Funds Exchange-Traded Funds Taxes 52

The Big Picture

JULY 2, 2024

Really a, a fascinating combination of legal insight and technology. So we got into Y Combinator the summer of 2016 just off of this legal analytics idea. Okay, I don’t think this legal analytics thing is gonna work out for you. He sounds more like a, a computer science geek than a a, a legal geek.

Legal 59

Legal Hedge Funds Finance Financing 59

Fortune Financial

AUGUST 7, 2023

Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. For example, real estate investments can offer rental income and potential appreciation, while private equity investments in promising startups can lead to significant returns if the companies succeed.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. For example, real estate investments can offer rental income and potential appreciation, while private equity investments in promising startups can lead to significant returns if the companies succeed.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

NOVEMBER 17, 2021

Private company startups through friends and family groups. The information contained herein is based on current tax laws, which may change in the future. The information provided in these materials does not constitute any legal, tax or accounting advice. Exchange-traded funds, known as ETFs.

Stock Market 52

Stock Market Stock Market Private Equity Firms Private Equity Firms 52

Pension Pulse

AUGUST 12, 2024

Once pooled, public sector retirement funds can invest larger sums of money into a wider range of riskier and long-term assets like infrastructure, startups and private equity. These are locally elected politicians making decisions that will impact local government.

Pension Funds 59

Pension Funds Assets Funds Asset Management 59

The Big Picture

JUNE 11, 2024

He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million. You were doing some estate planning and other legal services.

Mergers and Acquisitions 64

Mergers and Acquisitions Consultants Consulting Taxes 64

Hellman & Friedman LLC

APRIL 15, 2024

” “Snap One has grown from a startup built by entrepreneurial integrators to an industry leader in smart technology, delivering seamless experiences to consumers and high-quality services and support to our integrators,” said John Heyman, Chief Executive Officer of Snap One. Moelis & Company LLC and J.P.

Securities and Exchange Commission (SEC) 40

Securities and Exchange Commission (SEC) Mergers and Acquisitions Legal New York Stock Exchange 40

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. Barry Ritholtz : 00:06:24 So how do you, how do you shift from m and a legal work to structuring derivatives at Goldman?

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Big Picture

OCTOBER 15, 2024

And then on top of that, it’s really stressful for a lot of people to get all their clients into these things ’cause there’s just lots more paperwork, lots of messes, lots of legal stuff. And you know, originally my friends and I, we were wondering why California was taxing us so much and where they were spending the money.

Venture Capital 59

Venture Capital Private Companies Hedge Funds Capital 59

The Big Picture

SEPTEMBER 19, 2023

In fact, state revenues were often at all time highs from taxes when this happened. And you have to get very, like my favorite class in business school is taxes. 00:39:53 [Speaker Changed] We shouldn’t all be plowing our money into AI startups. We also need traders, we need PMs, we need leaders, we need hr, need legal.

Asset Management 59

Asset Management Assets Pension Funds Hedge Funds 59

The Big Picture

APRIL 29, 2023

Pour yourself a mug of coffee, grab a seat by the window, and get ready for our longer-form weekend reads: • How New York and California Botched Marijuana Legalization : Steep taxes and heavy regulation are making it hard for licensed pot sellers to operate in some states, driving more producers and buyers to illegal outlets.

Startups 111

Startups Legal Taxes Investors 111

The Big Picture

JANUARY 24, 2023

So I did my thesis on how leveraged buyouts work from the legal and the business side. And I remember literally sitting with the bankers at Manny Hanny and we went through every lending bank in the world, every major bank, and said if they lend their full legal limit — RITHOLTZ: They could — KLINSKY: — then we raise enough.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

OCTOBER 5, 2024

And I joined a tech startup called OnDeck and built out their investment education arm. So I approached him with an idea for a financial education startup and he had been, you know, really supportive him, Patrick, both his son. We’ve reduced the number of, of legal immigrants since nine 11. 00:06:47 [Speaker Changed] Yeah.

Education 64

Education Financing Finance New York Stock Exchange 64

The Big Picture

APRIL 25, 2023

And so, as advisors look to leave these big enterprises and go independent, one of the biggest things we need to train them on is the distinction between compliance, legal, and risk. RITHOLTZ: Compliance, legal, and risk. With us, the law firm is basically a customer of MarketCounsel for a lot of our startup work.

Legal 64

Legal Law Firms Consultants Consulting 64

This is going to be BIG.

SEPTEMBER 26, 2011

If all of these kids got their parents to transfer all of their wealth (you know, the money they paid for them to go to NYU) to Banksimple, a startup, and away from the banks they protested in front of, well then we’d have something. How many of these kids have iPhones and Macs?

Startups 134

Startups Education Banks Legal 134

Insight Partners

DECEMBER 17, 2024

They combine AI capabilities with deep functional knowledge to address high-volume use cases like Relevance for GTM, Harvey and Flank for Legal, and Sierra for customer service. From a pricing perspective, these Agents fit well into a Hire-an-Agent model or an outcome-based pricing model where there can be direct attribution of value.

Startups 116

Startups Consultants Consulting Leveraging 116

The Big Picture

MARCH 2, 2025

Back in the day, when horse racing was the only legal form of gambling in New York State, 20,000 or more people would jam the stands at Yonkers Raceway, cheering wildly as the standardbreds ran their mile-long harness race. Seeming indifference, from the American people.( Time ) Dead Athletes. Empty Stands.

Startups 92

Startups Legal Prospects Taxes 92

SuperAngel.Fund

MARCH 10, 2025

As a Solo GP, one of the only reasons that I’m able to manage over 500 LP investors and 150 portfolio companies is because of AngelList’s software, alongside best-in-class service, that provides back-office support including legal, tax, banking, and regulatory compliance. The next frontier? Regulatory reform.

Accredited Investors 52

Accredited Investors Venture Capital Legal Startups 52

The Big Picture

NOVEMBER 21, 2023

Brad Gerstner is a founder and investor in technology startups. ’cause it’s a pretty wild ride, starting with, you’re working with Peter Legal of Forest River that’s later sold to, to Warren Buffet and, and Berkshire Hathaway’s, but you’re operating as his chief of staff. What can I say? Once again?

Hedge Funds 98

Hedge Funds Venture Capital Startups Capital 98

The Big Picture

JULY 31, 2023

HOFFMAN: I moved to New York in 2010, working for a legal trade pub, a competitor of “Bloomberg Law”, “Law 360”, where I was hired, you know, your career is just a series of lucky breaks. Burger King Tim Hortons, I remember very clearly because it was in the middle of those waves of kind of tax dodgy, those inversion deals.

Hedge Funds 52

Hedge Funds Startups Financing Finance 52

The Motley Fool

MARCH 5, 2025

Now, with CRM Voice Control that we'll be bringing out this year, and also CRM Bot and the MLR Bot to medical legal regulatory review, and we have quite a few others in the plan, too. The main two differences obviously are taxes and then SBC, stock-based comp. We have our eTMF Bot to classify documents. Thanks for taking my questions.

Leveraging 130

Leveraging Consultants Consulting Companies 130

The Motley Fool

FEBRUARY 13, 2025

Joining me on today's call are: Brian Armstrong, co-founder and CEO; Emilie Choi, president and COO; Alesia Haas, CFO; and Paul Grewal, chief legal officer. Net income benefited by a $476 million in pre-tax gains on our crypto asset investment portfolio. I want to note that on an after-tax basis, this represented $357 million of gains.

Assets 130

Assets Legal Stakes Banks 130

The Big Picture

MAY 16, 2023

So the smartest thing I ever did in this where Social Leverage started is I took everything I made and just redistributed it to everybody I saw doing a startup around … RITHOLTZ: Just every company. How do I go about protecting this giant pool of capital and how do I not get killed tax wise? LINDZON: They have their own tax problems.

Hedge Funds 116

Hedge Funds Leveraging Venture Capital Financing 116

This is going to be BIG.

JUNE 29, 2020

1) Legalize all the vices. Not every attempt to fill the city’s budget needs to come from increasing the taxes on things we already tax. It’s already being mass-consumed tax-free. That would save us money on incarceration on top of a windfall tax on sales. 3) End the stock transfer tax rebate.

Taxes 153

Taxes Legal Private Equity Managers Hedge Funds 153

The Big Picture

DECEMBER 24, 2024

Dana Mattioli : Well, Amazon, you know, they started as this against all odds grudge startup. Let’s talk about the state tax advantage. Tell us how they push the envelope with state sales tax. Sears would have to charge 8% sales tax in New York. What does that mean? You know, from retail, which we already know.

Taxes 52

Taxes Startups Companies Mergers and Acquisitions 52