Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
Selling ISO shares before the holding periods end changes the tax character. These are the questions worth raising with your tax advisor first.
A Section 83(b) election has a strict 30-day filing window and meaningful long-term tax consequences. Here are the topics to review with a tax advisor before deciding.
The Section 1202 QSBS exclusion has eligibility tests that get complicated fast. These are the topics worth raising with your tax advisor before the sale closes.
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.
For employees and investors in private companies, secondary sales offer a path to liquidity outside of an IPO or acquisition. Here are the topics to review before pursuing one.
Vesting events create both an opportunity and a tax bill. Reviewing the right questions with a qualified advisor before the event date can make a meaningful difference in the outcome.
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.
