EquityZen Knowledge Center

EquityZen has curated this list of quality resources for secondary investors, shareholders and company representatives.
Have additional questions? We'd love to hear from you.

Tax Reform: What it Means for Your Startup Equity (Part II)

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Chris Giampapa   April 05, 2018

It's tax season, friends! That's right, time to break out the W2's, 1099s, K-1s, and the rest of the alphabet soup that only your local accountant can decipher. Though EquityZen is proud to help shareholders get liquidity and investors into private companies, these events may have unique implications on your taxes. This is part two of a two-part series on the subject. 

 
Welcome back to another dive into the most exhilarating of topics: taxes. While it might not be the most titillating of all subjects, it certainly helps to be informed. If you haven't read the first part of this series—where we break down the differences between the old and new tax laws—catch up here.




Last time, we posed the question: what exactly is an 83(i) election? Today, we're going to look at who can make an 83(i) election, as well as who can offer 83(i) elections, and how this affects startup employees, founders, and investors.
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Silicon Valley Unites to Preserve Equity Compensation

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Shriram Bhashyam   November 16, 2017

It was fast and furious, but in the end the US Senate ultimately came around. The Senate's version of the tax bill to implement sweeping changes and cuts to the tax code, the Tax Cuts and Jobs Act, included a provision that would have taxed stock options and restricted stock units (or RSUs) upon vesting. This would have been disastrous for the startup community, which relies heavily on equity awards to compensate employees. The startup community quickly rallied to inundate local Senators with opposition to this provision, and late Tuesday night, November 14, 2017, the Senate relented and struck that provision. We break down why this matters and how it was resolved.


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The EquityZen Seller Video Series — Part I

equity compensationsell your equityshareholderliquidityseller process

Richard Stratford   October 19, 2017

Shareholders behold!

This week we're proud to bring you a short video wherein we show you how EquityZen smoothens the once-convoluted process of getting liquidity for your private shares. We understand how daunting the process of selling your equity may seem, but we're here to demystify that concept and help you navigate these tricky waters.


Learn more about selling your equity here

What's inside the box

Selling your equity is a big step. For some, it's the last obstacle that—once hurdled—can directly open the door to a new home, the financial security of a loved one, or simply the diversification of an investment portfolio. Below are a few of the larger points we hope you take away from this video:

Accurate Documentation

Always keep your proper relevant documents at the ready. The list of papers for equity stakeholders in private companies can sometimes seem endless, but to ensure a streamlined experience free of road-bumps, be sure to locate and maintain Stock Certificates / Share Option Grant, Shareholder Agreement / Option Exercise Notices, and any other extraneous materials administered by your company.

Company Relationships 

Establishing and maintaining an amicable, fruitful working relationship with all companies on our platform is a principle at the very core of EquityZen. Without fail (and for good reason!), the first question from shareholders is usually some variation of "Will selling my shares on EquityZen upset my company?" We hope that this video, as well as our supplemental reading materials below, will better answer that question.

A (Not-So-Random) Walk Down Equity Street

This video should act as a brief walkthrough of the seller process. We'll take you from start to finish, beginning with signing up and listing your shares on your personal My Equity page to completing the important paperwork that finally delivers you the liquidity you deserve. 


Love the video and want more? Check out some of our other blog pieces that discuss equity compensation, like this one and that one. Get Liquid!
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