Tips to avoid tax traps in your company’s sale or IPO


When a company is being purchased or going through an initial public offering (IPO), executives and employees who received early-stage equity compensation should understand how their shares will be dealt with before, during and after the transaction. It is not always what you think, and mistakes can be costly.

Pre- and post-sale or IPO questions to consider

What are your options or other forms of equity award shares as a percent of the company's total outstanding shares? Are your shares being…

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