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DTSTAMP:20241018T090214Z
DTSTART:20230921T010000Z
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ORGANIZER;CN=Rick Morgin:MAILTO:rick@thefranchiseconsultingcompany.com
SUMMARY:THE FENG: Stock Options, Equity, Why QSBS Matters to you
LOCATION:Zoom
DESCRIPTION:Speaker, Tom Bondi, Managing Partner, TCBondi CPA Inc - (bio below)　Topic:　 What you should be aware of re Stock Options, Equity, Why QSBS Matters to you　Part I – Stock Options:Stock Options – General awareness of ISOs, NSOs, RSUs * RSA&nbsp;&nbsp;For Private Companies, considerations for the size of the Pool and effect on dilution&nbsp;Part II – Equity PlansFor Private Companies · considerations for Board Members&nbsp;&nbsp;Taking care of key hires, what might the Grant look like&nbsp;&nbsp;When should you allow Company-Financed RSAs&nbsp;&nbsp;Company offering of Employees’ awareness, by offering Stock Education Workshop (not offering investment nor tax advise)&nbsp;Part III – Qualified Small Business Stock (IRC Section 1202)What are the basics to be aware of&nbsp;&nbsp;Why should the Company care when it’s an individual shareholder election or treatment&nbsp;&nbsp;Does a partnership or LLC conversion affect the treatment&nbsp;&nbsp;What occurs upon a reorganization or merger when there is a rollover&nbsp;&nbsp;Should there be reassessments, how often&nbsp;Part IV – Other Planning Issues for Your Awareness:Analysis for Support·　　　　　　　　 Ownership Dilution Planning·　　　　　　　　 Term Sheet Negotiations &amp; Issues·　　　　　　　　 General Tax Planning to Plan for Cash Requirements·　　　　　　　　 Exit Planning &amp; when to begin Planning·　　　　　　　　 Stock Sale v Asset Sale considerations++++++++++++++++++
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