Thanks to everyone who joined today's Ask an Expert session on tax season strategies for founders. Huge thanks to David Horning and Hugh Alexander from Escalon for the practical, founder-focused guidance and live Q&A.
Watch the recording: https://carta.wistia.com/medias/nexhuxs7xq
Key takeaways
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R&D credits: Often apply beyond "lab work." US payroll and some US contractor spend may qualify. Offshore labor generally does not.
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QSBS: Do the analysis early. It can have a major impact at exit, but documentation and structure matter from day one.
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83(b) elections: You have 30 days from grant. Miss it and you cannot fix it later.
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Sales tax & international filings: Common diligence gotchas. A nexus analysis and early planning can prevent costly surprises.
If you have ideas for future Ask an Expert topics, drop them below!
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Brent Devey
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