Baker Tax Law

How do you pay $0 in federal tax on a gain of up to $10M-$15M or even more?  By selling qualified small business stock (QSBS) that you’ve held for more than 5 years. What is even more amazing, is that the government has left it up to the taxpayer to self-report...

Alliance pairs Baker Tax Law's transactional tax and compensation & benefits legal expertise with Leo Berwick's M&A advisory platform: Baker Tax Law clients and partners now have access to 100+ highly technical tax experts, with a shared culture of practical...

I am frequently asked whether a new tax code Section 83(b) election is necessary when vested stock is subjected to new vesting restrictions. This revesting most often occurs at a financing. The investors request the revesting to ensure that the founders stick around....

So, your company has generated tokens, presumably offshore, and you want to use them to compensate employees. Common ways to do so include: Restricted Tokens Tokens can be sold or awarded directly to employees. Because the employee will either need to pay for the...

Qualified small business stock (“QSBS”) is a special type of stock that can result in 0% federal tax on the gain (up to a cap) from a sale if held more than 5 years. That is the good news. The bad news is that a company can accidentally disqualify otherwise eligible...

Updated. Originally posted May 13, 2022  Can I Use a Self-Directed Roth IRA to Fund My Start-Up? I was asked this question by three different clients yesterday. Ever since it was revealed that Peter Thiel reportedly accumulated billions of dollars inside his Roth IRA,...