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IPO Tax Strategy

Last year, we received large volumes of emails & calls from employees (and former employees) of Airbnb, Snowflake, etc. asking for tax strategies and guidance related to their shares. This year, we are seeing the same with Coinbase, Roblox, Instacart, etc.

Unlocking Tax Strategies & Planning for Your IPO Journey

Embarking on the path to an Initial Public Offering (IPO) can be both exciting and complex. At DimovTax, we understand that you have a multitude of tax-related questions and concerns. Our mission is to provide you with clarity, strategy, and peace of mind as you navigate this pivotal financial milestone. Below are just a few of the many questions we can help you address:

Tax Strategy & Exposure

  • What are our tax strategy options?
  • How can I minimize my tax exposure?

Managing Quarterly Taxes

  • Do I need to pay quarterly taxes?
  • When do I need to pay?

IPO strategies

  • Should I exercise my options and participate in a tender offer?
  • What are the tax consequences?

Minimizing Penalties

  • How much should I set aside for taxes?
  • Will I face penalties for not paying taxes in advance?

Accurate Tax Calculations

  • How do I calculate the precise amount of tax I owe?
  • Was the money withheld from my RSU “sell to cover” correct?

Market Value vs. Trading Value

  • What if my shares are trading below their Fair Market Value at the time of taxation?
  • Are there any tax benefits in such a scenario?

Timing Your Share Sales

  • Should I wait to sell my shares?
  • Will I be taxed at the ordinary income tax rate, long-term capital gain tax rate, or net investment income tax rate?

And Many More…

Our team of experienced tax professionals is well-versed in all aspects of IPO taxation. Whether you’re navigating a traditional IPO, a SPAC-style offering, liquidity event, or a tender offer, we’ve got you covered.

Ready to Unlock Your IPO Tax Strategy?

Don’t leave your tax planning to chance. Contact us today using the webform below, and one of our experts will reach out to you within 24 hours.


Need help with IPO Tax Strategy?

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