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business · Finance

Tax Strategies for Founders

12
Mar
When
Thu, March 12
12–1 PM PDT
Where
Live on Zoom
Access
Open to guests
Members and invited guests
About this session
Most startup founders and early employees leave significant money on the table. Not because they earn too little, but because they don't plan around equity.

The difference between a well-timed 83(b) election and a missed one can be six figures. The wrong approach to ISO exercises can trigger a surprise AMT bill. And too many executives hold concentrated stock positions without a strategy for when (or if) to diversify.

In this session, you'll learn how to:
  • Structure equity compensation to minimize your tax burden
  • Time key decisions like 83(b) elections and ISO exercises
  • Build a long-term wealth strategy that balances salary, equity, and risk

This sessonis for founders who want to stop guessing and start making informed decisions about their compensation and personal tax strategy.
Topics
businessFinance
Peter Buss
Hosting this session
Your speaker

Peter Buss

Partner, KBF Advisory, LLC

Peter focuses on serving public companies, private equity owned and venture-backed entities. Peter has built a niche in providing ASC 740 and purchase accounting consulting services. Additionally, Peter oversees the corporate tax compliance team, handling income tax preparation for both public and private companies.<br>Peter serves as the outsourced tax department for both public and large private companies, handling all tax-related matters for these companies. In many instances, Peter works as a liaison between the client and the audit firm on tax accounting matters. Working directly with dynamic corporate clients has allowed Peter to maintain and strengthen his technical proficiency in the area of ASC 740. With the heightened independence requirements required by the SEC and PCAOB, Peter has filled a necessary void for many public companies. Peter assists companies on a routine basis with their tax purchase accounting issues and has developed a strong focus in this area. Additional technical tax accounting topics Peter regularly consults on include stock based compensation, interim tax accounting, and uncertain tax position accounting.Peter was with Ernst &amp; Young in San Francisco prior to joining the KBF team as a partner in 2004.

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Tax Strategies for Founders

Thursday, March 12 at 12 PM PDT · Live on Zoom