Making the Most of Equity Compensation, the Qualified Small Business Stock Exclusion and Economic Opportunity Zones

March 8, 2019 by Parkside Advisors

This month the Parkside blog comes in the form of a podcast. In this recent episode of Founders and Friends, Scott Orn of Kruze Consulting interviews Parkside’s Audrey Grubman and Christina Kramlich on relevant financial topics for startup employees, founders, and investors. As many of our clients know, Audrey has worked with startup employees since establishing the firm in the mid-90s. The podcast reviews various forms of equity compensation and discusses the reasons to understand the details of one’s compensation very early on and make a plan. There are also some common pitfalls that founders and startup execs should keep in mind as they build their stock option plan for their companies. Next the podcast explores Qualified Small Business Stock (Section 1202) and what it can mean for company founders, early employees and investors. Last we discuss a topic that is in the news these days: Economic Opportunity Zones.

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For detail on these topics beyond what is covered in this podcast, please contact us - we’d be happy to speak with you further about them.

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