IPO Tax Strategy

Tax Strategies & Planning related to IPOs

Most clients typically want to know:

• What options do we have for tax strategies? Is there anything I can do to limit my tax exposure?
• Do I need to pay quarterly tax?
  How much money should I set aside for taxes?
• If I do not pay my taxes in advance now in 2021, will I be penalized?
• How do I compute the actual amount of tax that I owe?
• I know my company has “sold to cover” and withheld money at the time of my RSU grants/vesting, but how do I know if it was the correct amount?
• What are others doing?
• What happens if the shares are currently trading at below the Fair Market Value of the shares at the time that I was taxed?
• Do I get any type of tax benefit for that?
• Should I wait to sell my shares?
• Many, many more

Many of our clients work at companies going through SPAC-style IPOs – the principles there are the same as with a traditional IPO. Same applies to tender offers. 

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