Taxes
19 insights in taxes.
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Taxes Jun 11, 2026Proposed NYC Pied-à-Terre Tax: What Investors Should Know
The "Pied-à-Terre Tax" — an annual surcharge on luxury New York City homes used as non-primary residences — has been proposed in various forms by New York State legislators since 2014 and resurfaces most legislative sessions.
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Taxes Apr 23, 2026How Are LLC Distributions Taxed for Startup Founders?
Limited liability company (LLC) distributions are taxed based on your chosen Internal Revenue Service (IRS) classification. Most founders pay ordinary income tax on their share of the business profits.
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Taxes Mar 25, 2026Estate Tax Planning Guide
Estate tax planning is a strategic financial process used to organize your assets and reduce the tax burden on your heirs after you pass away. Without a clear plan, your taxable estate could face a tax rate as high as 40 percent.
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Taxes Jan 21, 2026Inheritance Tax Planning & Reducing Exposure
Inheritance tax planning is the process of preparing for taxes that apply in some states when someone receives assets after a death. It focuses on reducing tax exposure for beneficiaries and ensuring assets pass as intended.
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Taxes Jan 7, 2026Tax-Free Gifting
The Internal Revenue Service (IRS) allows certain gifts to be made tax-free when specific requirements are met. Understanding how these rules work and planning ahead ensures your gifts support others without triggering unexpected taxes.
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Taxes Sep 25, 2025Consolidated Tax Return Overview
A consolidated tax return is a single tax return filed by a group of affiliated corporations as if it were a single entity. Consolidated filing offers a strategic way for corporate groups to manage their tax liabilities by offsetting the income of profitable members with the…
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Taxes Sep 3, 2025Tax Treatment of SAFE Notes Explained
SAFE tax treatment is an important consideration for investors looking to finance startup businesses and their founding members. Simple Agreements for Future Equity, or SAFE notes, offer an alternative to convertible notes by allowing investors to convert their investment into…
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Taxes Aug 27, 2025What Is the Jock Tax?
The jock tax is a unique state income tax rule that requires workers to pay taxes in every state where they earn money—even if they don’t live there.
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Taxes Jul 3, 2025Is Investment in a Startup Tax Deductible?
Your investment in a startup is not tax deductible. You can’t write it off like a business expense. But if the investment loses value or becomes worthless, you may be able to claim a loss if it meets certain IRS rules.
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Taxes Jun 17, 2025Tax Considerations With Stock Options for Employees
Stock options potentially boost wealth but come with complex tax rules. The type of option you have, when you exercise it, and how long you hold the shares all shape your tax bill. Knowing these basics helps you avoid surprises and keep more of your gains.
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Taxes Jun 5, 2025ISOs vs NSOs: Important Tax Implications to Know
Stock options reward employees and key contributors by granting them the right to buy company shares at a fixed price. The two main types—Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs)—have different tax treatments and rules.
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Taxes May 27, 2025Professional Guide to Startup Taxes
If you’re launching a VC-backed startup, chances are you’ll organize as a C corporation. Investors prefer this structure because it offers flexibility and some tax advantages, but it also comes with rules you should understand early on.
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