Tax and Accounting for Entrepreneurs

SIGNUP:

Entrepreneurs face a myriad of tax and accounting issues that most are ill-equipped to handle. Although the temptation is great to ignore these matters, doing so can lead to dire financial outcomes, especially to the taxes of the entrepreneur and the company’s investors. This program will address a number of common issues which face startup entrepreneurs under U.S. tax laws and accounting rules, such as:

• Business structure options to achieve preferred results for different types of investors.
• Tax treatment when acquiring ownership in your company.
• Cash and equity compensation taxation, including taxation of exercising options (ISOs/NSOs/RSUs).
• Borrowing money from your company to exercise options.
• Shareholder taxation on sale of your company.
• QSBS defined and state tax issues.

David Lefkowitz was the Managing Partner and Founder of Lefkowitz & Company before its recent merger with TYS, LLP. David has consulted and advised entrepreneurs and their businesses for over 40 years. Specializing in early stage firms, from startup formation to financings to ownership changes, David has helped clients navigate the potentially treacherous waters of business. He has served as a CFO in many industries, including software/SaaS, web-based development, home products, food importation, environmental marketing, medical telecom, portable solar products, and real estate syndication.