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Samantha Greenbaum

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RE: Ask me Anything Tax - Answered by Withum

Posted By Samantha Greenbaum 03-19-2024 11:29
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Thanks to everyone who participated today! If you have any other questions please feel free to email Dan or I directly. Our email addresses are: sgreenbaum@withum.com dkrolikowski@Withum.com Please also connect with us on linkedin! https://www.linkedin.com/in/samantha-greenbaum/ https: ...

RE: Ask me Anything Tax - Answered by Withum

Posted By Samantha Greenbaum 03-19-2024 11:10
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@Ryan Hellpap from a US perspective, you will have nexus in every state that your hardware is physically present. If you have material revenue you may already be establishing nexus even if you didn't have a physical presence (economic nexus). In terms of taxability, this must be looked at for each state ...

RE: Ask me Anything Tax - Answered by Withum

Posted By Samantha Greenbaum 03-19-2024 10:45
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@Pracheer Gupta You do not need to include your 83(b) with your personal return. In terms of high level items, definitely need to make sure your federal and state tax returns are filed. It seems only federal and MA would be required from your note. I would recommend you find a CPA to prepare your returns ...

RE: Ask me Anything Tax - Answered by Withum

Posted By Samantha Greenbaum 03-19-2024 10:41
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Hi @Paul Dudley This is a pretty complex question. First I will answer the US. Step 1 is identifying which states you have nexus in and then once you identify that, step 2 would be determining whether or not your revenue is taxable in those states. Not all states tax SAAS but oftentimes the language ...

RE: Ask me Anything Tax - Answered by Withum

Posted By Samantha Greenbaum 03-19-2024 10:36
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@Norman Paradis Here is a link to the FAQ on the DE site which helps answer this: Frequently Asked Tax Questions - Division of Corporations - State of Delaware Title 8 Chapter 5 § 503 (i) states such total assets and total gross assets shall be those "total assets" reported to the United States on ...

RE: Ask me Anything Tax - Answered by Withum

Posted By Samantha Greenbaum 03-19-2024 10:34
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@Ann Marie Guzzi Typically the investment into the entity wouldn't have transfer pricing but just need to make sure its being booked properly to reflect the transaction. ------------------------------ Samantha Greenbaum ------------------------------

RE: Ask me Anything Tax - Answered by Withum

Posted By Samantha Greenbaum 03-19-2024 10:30
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There are a lot of considerations here but I would probably recommend NSOs first. When NSOs are exercised the gain on exercise is taxed as ordinary income so if you early exercise you would be reducing the amount taxable as income. ISOs are not taxed when exercised so you avoid this anyway (unless you ...

RE: Ask me Anything Tax - Answered by Withum

Posted By Samantha Greenbaum 03-19-2024 10:22
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@Norman Paradis It depends whether or not you authorized additional shares during the year. If additional shares were authorized, then you would include shares issued and outstanding as of the dates they indicate and total assets as of that date as well. If no additional shares were authorized, then ...

RE: Ask me Anything Tax - Answered by Withum

Posted By Samantha Greenbaum 03-19-2024 10:19
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Hi @Ann Marie Guzzi Before entering the US, it would be advisable to have a global tax planning strategy in place to make sure that the entities are set up in a way that is most tax efficient. With that being said, a DE C-Corp is the most common entity we see. There also is a concept called transfer ...

RE: Ask me Anything Tax - Answered by Withum

Posted By Samantha Greenbaum 03-19-2024 10:15
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Hi @Phillip Cantore. Absent a 409a valuation, the board would need to set a price for the value of the shares using a reasonable method. However, if the FMV has not changed from the date you paid for your shares then there is no ordinary income to report. ------------------------------ Samantha ...

RE: Ask me Anything Tax - Answered by Withum

Posted By Samantha Greenbaum 03-19-2024 10:05
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Before we get started the discussions and materials presented for this event have been prepared by Withum for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors for ...

Ask me Anything Tax - Answered by Withum

Posted By Samantha Greenbaum 03-19-2024 10:04
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Hi Carta Community! Excited to kick off the Ask Me Anything event today! My name is Sam Greenbaum and I am tax partner at Withum in the firm's Technology and Emerging Growth Services Group. Our specialized group of individuals services hundreds of some of the most well-known tech and emerging growth ...