Startup Taxes 101: Tax Essentials for Every Founder

Navigating the complexities of startup taxes can feel daunting, but understanding the basics from the start can save you from costly mistakes down the line. That’s why we’ve created this educational series to guide you through the startup tax essentials and help set your company up for success. In this first session, we cover the tax fundamentals every first-time founder needs to know.

In this recording, Bill Hollowsky, CPA, CGMA, CITP, and CSPO (Kruze Consulting, Inc.), David Lowe, CPA (Kruze Consulting, Inc.), and Angelina Lam, CPA and EA (Carta) cover:

Tax Basics and Compliance: Get a solid understanding of fundamental tax requirements and how to stay compliant from the beginning.
Early-Stage Setup: Learn how to structure your startup for tax efficiency and make smart decisions about entity setup.
Equity and Stock Options: Understand the different types of equity compensation, such as ISOs, NSOs, and RSAs, and how they affect your tax
Key Deadlines and Best Practices: Learn about important tax deadlines, including the November 1st filing deadline, and other best practices for maintaining clean tax records.

Featuring

Bill Hollowsky, CPA, CGMA, CITP, & CSPO
President
Kruze Consulting, Inc.
David Lowe, CPA
VP of Tax
Kruze Consulting, Inc.
Angelina Lam, CPA, EA
Senior Tax Advisor
Carta

DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.