Startup equity: stock options, 409A and the tax rules
Options from the tax rules up: what the employee owes, what the company must prove about price, and what it files.
| Page | The answer in one line | Words |
|---|---|---|
| Startup stock options: ISO vs NSO tax, 409A, Rule 701 | How ISOs and NSOs are taxed at grant, exercise and sale, the $100,000 rule, AMT, how 409A sets the strike price, Rule 701 limits and Form 3921 reporting. | 3,986 |
| 409A valuation: what it is, how it works, what it costs | A 409A valuation sets the fair market value of a startup's common stock and the strike price of its options: the rule, the three steps, cost and timing. | 3,862 |
| CFO time management at a startup: a weekly system | How a startup CFO manages time: what the clock fixes, how to sort the rest, hours the job needs, a worked 50-hour week, 90-day priorities and what it costs. | 2,066 |
| Startup finance team structure: roles and reporting lines | How a startup finance team is structured: who reports to whom, the hierarchy of finance roles, when to hire each one, size benchmarks and first-hire types. | 4,106 |
| 4 pages in this section | 14,020 | |