Compliance

Compliance
S-Corp vs. C-Corp: A Guide to Corporate Tax Classifications

S-Corp vs. C-Corp: A Guide to Corporate Tax Classifications

S-corp and C-corp are federal tax classifications commonly used by corporations. Here’s how they differ, and how to choose the right one for your startup.

Compliance
The Corporate Transparency Act: A Practical Guide for Founders, Investors, and Business Operators

The Corporate Transparency Act: A Practical Guide for Founders, Investors, and Business Operators

Navigate the Corporate Transparency Act (CTA) with ease. Our guide covers essential BOI filing requirements, exemptions, penalties, and more.

Compliance
Qualified Small Business Stock (QSBS): Frequently Asked Questions

Qualified Small Business Stock (QSBS): Frequently Asked Questions

QSBS status allows founders, investors, and employees to take advantage of favorable tax treatment when selling stock.

Compliance
From Incorporation to Tax Season: Your 2024 Ultimate Equity Compliance Guide

From Incorporation to Tax Season: Your 2024 Ultimate Equity Compliance Guide

From incorporation to equity compensation and tax preparation, learn how to navigate the complex compliance landscape efficiently.

Compliance
Token Valuations 101: What you should know

Token Valuations 101: What you should know

A complete guide to Token Valuations - why you need them, and when you should consider getting one.

Fundraising
SAFE Tax Treatment: A Guide for Startups and SAFE Investors

SAFE Tax Treatment: A Guide for Startups and SAFE Investors

The IRS may treat a Simple Agreement for Future Equity (SAFE) as equity or as an equity derivative for tax purposes. How a SAFE is taxed may affect the investor’s returns, so it’s important to consider this before striking a deal.

Equity 101
Pulley's 409A Guide

Pulley's 409A Guide

What is a 409A valuation, why you need one, and how to get one

Compliance
What Are Advisory Shares? A Guide for Startups

What Are Advisory Shares? A Guide for Startups

Advisory shares are a type of equity compensation that startups can give to advisors in exchange for their advice. Learn more in our guide for founders.

Employees
How Are Stock Options Taxed?

How Are Stock Options Taxed?

In choosing whether or when to exercise stock options, tax implications play a role. But different types of stock options are taxed differently. Read more.

Compliance
What Is a 409A Valuation? A Guide for Startup Founders

What Is a 409A Valuation? A Guide for Startup Founders

A 409A valuation is an unbiased estimation of a private company's common stock value, intended to ascertain its fair market value (FMV) or the rate at which a share would be sold in the open market. This FMV is subsequently employed to establish the pricing of employee stock options. Say ...

Compliance
What Is Qualified Small-Business Stock (QSBS)?

What Is Qualified Small-Business Stock (QSBS)?

Qualified small-business stock (QSBS) is intended to promote investment in startups by means of a powerful tax benefit. Read more to see if you qualify.

Compliance
How to Convert an LLC to a C-Corp

How to Convert an LLC to a C-Corp

Converting an LLC to a C-corp is easier in some states than others, but it may be necessary if you want to attract investment and offer equity.

Employees
What Is the Section 83(b) Election? A Guide for Startup Founders

What Is the Section 83(b) Election? A Guide for Startup Founders

A Section 83(b) election is a short letter you send to the IRS to clarify how you want to be taxed on your equity. Learn how it can affect your tax bill.

Employees
What Is ASC 718?

What Is ASC 718?

The basic purpose of ASC 718 is to outline how companies should expense equity awards in their income statements. Here’s what else you should know.

Compliance
S-Corp vs. LLC: What's the Difference?

S-Corp vs. LLC: What's the Difference?

S-corp is a tax classification that may benefit qualified business entities, such as corporations and even LLCs. Here’s a full breakdown of S-corp vs. LLC.

Equity 101
Exercising Stock Options: What It Means and When To Do It

Exercising Stock Options: What It Means and When To Do It

Exercising stock options means buying shares of the issuer’s common stock at the price set by the option grant agreement. Learn when and how to exercise.

Employees
What Is the Alternative Minimum Tax (AMT)?

What Is the Alternative Minimum Tax (AMT)?

The Alternative Minimum Tax (AMT) exists parallel to the regular income tax system. Taxpayers who earn above a certain amount may need to pay it. Read more.

Compliance
What Is the Rule 701 Exemption?

What Is the Rule 701 Exemption?

Rule 701 allows qualifying private companies to avoid the expense of providing some financial disclosures. Here’s what founders and employees should know.

Compliance
C-Corp vs. LLC: What's the Difference?

C-Corp vs. LLC: What's the Difference?

As a startup founder weighing whether to form a C-corp vs. LLC, you’ll need to consider tax consequences, regulatory requirements, and more. Read on.

Compliance
How to start a company in 4 days

How to start a company in 4 days

Learn how to get up and running in just 4 days.