Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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#104 Tax secretes for founders & tech execs RSUs, AMT, ISO, 83(b) elections
Manage episode 420201834 series 3292223
Content provided by Andrew Romans. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Romans or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
E104 Fireside with a VC speaking with Bruce Barton, founder of Parkworth, Wealth Management for Tech Professionals in Silicon Valley and the author of Author of Personal Finance for Tech Professionals In Silicon Valley and Beyond. Discussing tax and personal finance issues specific to employees and founders of publicly traded and privately held tech startups and how equity compensation can get rather complicated and must be navigated to avoid being double taxed.
1) Double taxed on RSU share sales – How to avoid getting taxed twice.
https://www.parkworth.com/blogs/dont-pay-tax-twice-on-rsu-sales
2) AMT on ISO exercise –people who exercised incentive stock options (ISOs) and then get a big AMT (alternative minimum tax) bill that can be challenging to pay.
3) ISO exercise and QSBS – What people need to know about starting the 5-year clock for QSBS tax treatment on ISOs.
https://www.parkworth.com/blogs/6-rules-for-exercising-stock-options-to-qualify-for-qsbs?rq=qsbs
4) 83(b) elections –Why this is so important for founders.
https://www.parkworth.com/blogs/avoid-this-big-tax-mistake-when-founding-your-tech-startup?rq=qsbs
5) Retirement planning for people in tech - Is a career in tech different from other industries for retirement planning? How to operate in the fast lane of the Silicon Valley and prepare for retirement.
Find Bruce’s book, Personal Finance for Tech Professionals: In Silicon Valley and Beyond: https://rb.gy/wc0r2q
Find the full episode on YouTube: https://youtu.be/jVtzqLyztPQ.
Find this and all full episodes for Fireside with a VC on your favorite podcast platform here: https://podcasters.spotify.com/pod/show/FiresideVC.
https://www.linkedin.com/in/bruce-barton-cfp/
https://www.7bc.vc/
https://www.linkedin.com/in/romans/
Join our Newsletter - Fireside with a VC: https://subscribe.7bc.vc.
Join the conversation, leave comments, and tell us what you think about these topics and this episode.
115 episodes
Share
Manage episode 420201834 series 3292223
Content provided by Andrew Romans. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Romans or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
E104 Fireside with a VC speaking with Bruce Barton, founder of Parkworth, Wealth Management for Tech Professionals in Silicon Valley and the author of Author of Personal Finance for Tech Professionals In Silicon Valley and Beyond. Discussing tax and personal finance issues specific to employees and founders of publicly traded and privately held tech startups and how equity compensation can get rather complicated and must be navigated to avoid being double taxed.
1) Double taxed on RSU share sales – How to avoid getting taxed twice.
https://www.parkworth.com/blogs/dont-pay-tax-twice-on-rsu-sales
2) AMT on ISO exercise –people who exercised incentive stock options (ISOs) and then get a big AMT (alternative minimum tax) bill that can be challenging to pay.
3) ISO exercise and QSBS – What people need to know about starting the 5-year clock for QSBS tax treatment on ISOs.
https://www.parkworth.com/blogs/6-rules-for-exercising-stock-options-to-qualify-for-qsbs?rq=qsbs
4) 83(b) elections –Why this is so important for founders.
https://www.parkworth.com/blogs/avoid-this-big-tax-mistake-when-founding-your-tech-startup?rq=qsbs
5) Retirement planning for people in tech - Is a career in tech different from other industries for retirement planning? How to operate in the fast lane of the Silicon Valley and prepare for retirement.
Find Bruce’s book, Personal Finance for Tech Professionals: In Silicon Valley and Beyond: https://rb.gy/wc0r2q
Find the full episode on YouTube: https://youtu.be/jVtzqLyztPQ.
Find this and all full episodes for Fireside with a VC on your favorite podcast platform here: https://podcasters.spotify.com/pod/show/FiresideVC.
https://www.linkedin.com/in/bruce-barton-cfp/
https://www.7bc.vc/
https://www.linkedin.com/in/romans/
Join our Newsletter - Fireside with a VC: https://subscribe.7bc.vc.
Join the conversation, leave comments, and tell us what you think about these topics and this episode.
115 episodes
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Similar to Fireside with a VC
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Each week, Another Bite breaks down the latest and greatest pitches from Shark Tank. It's practical business advice delivered in a fun way. All the substance of an HBR article, but fun. Hosted by Jorie Munroe, Ariel Boswell, and Jon Dick.
…
continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
The Tai Lopez podcast brings you the best business education straight from the world's top entrepreneurs. I will also review the best books in health, wealth, love and happiness that will help you achieve your maximum potential and live the best life possible.
…
continue reading
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…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
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…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
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