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Preferably someone holding stock options (ISOs or NSOs) with limited understanding of the tax implications of their holdings,” Kelley explains. Onboarding tax clients with ease “Client onboarding is pretty quick with Harness. This has definitely removed a huge perceived barrier to starting my own firm.”
However, simply avoiding decisions about your equity comp because youre concerned about the taxes involved is not the solution. Rather, being proactive and deliberate with your taxplanning can help you make informed, careful decisions that potentially minimize or mitigate how much you ultimately end up owing.
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