The secondary markets have become increasingly important, providing investors and companies with new opportunities to buy and sell assets. From stocks and bonds to derivatives and commodities, the secondary market offers a platform for traders to transact in real-time while taking advantage of price fluctuations. This article will explore the types of transactions that occur…
Read article
The qualified small business stock (QSBS) tax benefit can be an attractive option for those looking to invest in small businesses. This federal tax incentive allows individuals who support in QSBS to exclude up to 100% of their gain from taxation when it is held for more than five years. Investing through QSBS can be…
Read article
Raising capital is an essential part of building any successful startup. In order to make the journey from idea to product, having access to sufficient funds is critical. But with the current competitive market for investments, it can be daunting for entrepreneurs and startups to secure the funding they need. This guide aims to give…
Read article
When a company is looking to attract and retain top talent, one of the tools that can be used is an option pool. An option pool is a type of compensation offering employees options in stocks or other equity-like instruments. This practice has grown increasingly popular, as it can reward both the employer and employee…
Read article
Exercising stock options early can be a great way to maximize your return on investment, but it isn’t always the right decision. In this article, we will discuss the potential benefits and risks of exercising stock options early and guide alternative strategies when early exercise is unavailable. You will better understand the tax implications and…
Read article
Cliff vesting has become an increasingly popular way of providing employee benefits to those willing to commit to a company for a set amount of time. This type of vesting can be used for retirement plans, stock options, and other types of benefits that require employees to remain with the company for a specific period…
Read article
Capital gains are essential to investing, and understanding how to use them to your advantage is key to successful financial planning. In this article, we’ll discuss capital gains, how to calculate them, strategies to reduce liability, and how capital gains can be used in retirement planning and real estate investments. We will also look at…
Read article
Are you considering offering advisory shares as part of your company’s equity structure? Advisory shares are a unique type of equity that allows businesses to grant a form of non-voting stock to advisors or consultants, providing them with the incentive of equity ownership without giving away control. This guide will explore the nature of advisory…
Read article
When rewarding key personnel, stock options have become increasingly popular. Not only are stock options a great way to incentivize and retain employees, but they can also give the company additional capital resources should they decide to exercise the option. However, companies make some common mistakes when issuing stock options. In this article, we’ll discuss…
Read article
Employee retention is an increasingly important part of any business’s success. Businesses can incentivize and retain their employees by implementing an Employee Stock Program (ESP). ESPs provide employees with a stake in the company they are working for, motivating them to work hard and remain loyal to the company. However, creating a successful ESP is…
Read article