#104 Tax secretes for founders & tech execs RSUs, AMT, ISO, 83(b) elections

Fireside with a VC

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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.parkworth.com/

https://www.linkedin.com/in/bruce-barton-cfp/

https://www.7bc.vc/

https://www.linkedin.com/in/romans/

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