Net Investment Income Tax After a Liquidity Event: Topics to Review With Your Tax Advisor
A large liquidity event often pushes investment income into NIIT territory. Here are the topics worth raising with a tax advisor ahead of time.
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Estimated Tax Payments After a Liquidity Event: Topics to Review With Your Tax Advisor to Avoid Underpayment Penalties
A liquidity event often produces tax bills that withholding does not cover. These are the questions worth raising with your tax advisor about estimated payments.
State Residency Considerations After a Liquidity Event: Topics to Coordinate With Your Tax and Estate Advisors
A guide to state residency questions that come up after a liquidity event and the topics worth coordinating with your tax and estate advisors.
Donor-Advised Funds After a Liquidity Event: Topics to Clarify With Your Advisors
Educational notes on what to clarify with your advisors when evaluating a donor-advised fund as part of a post-liquidity-event plan.
Asset Location Strategy After a Liquidity Event: Topics to Review With Your Wealth Advisor
Asset location decides which account type holds which investment. After a liquidity event, the topics to clarify with your wealth advisor multiply.
Tender Offer for Private Company Stock: Questions to Clarify With Your Advisors
A company-sponsored tender offer creates a limited window for equity holders to sell. Understanding the mechanics, tax topics, and advisor coordination questions before the offer opens can clarify the decisions involved.
SPAC Mergers: What Equity Holders Need to Review Before the Vote
When a private company announces a SPAC merger, employees and early investors face a set of decisions very different from a traditional IPO. Here is what to review before the vote.
Charitable Giving Strategies After a Liquidity Event
A liquidity event creates one of the best windows for tax-efficient charitable giving. Here are the strategies advisors typically review with clients in the months surrounding a major capital event.
Preparing for a Liquidity Event: Topics to Address With an Advisor
A liquidity event can convert years of equity into a single large sum of money. The planning work that should happen before that moment is different from anything that comes after.