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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.

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

If you are interested in getting the guidance you need for that, just scroll down and contact us using the webform. We will get back to you within one day. If you have hotmail or outlook, please check your spam folder if you do not receive a response in 24 hours.

Need help with IPO Tax Strategy?

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