Meeting Details

Tuesday, July 14, 2015
11:30 am - 1:30 pm

Topic:
Critical Tax Issues for Early Stage Company Founders and Executives

Speaker(s):
Steve deHaan, Managing Director, Andersen Tax

Thank You to Our Meeting Partners:

Thank You to Our Meeting Sponsor:

Program Description:
Presentation will cover tax issues commonly faced by founders, early employees and executives of early stage companies. The presentation will cover:
• Taxation of equity compensation (incentive stock options and nonqualified stock options) along with a few strategies to minimize tax liability;
• Recent changes to Qualified Small Business Stock rules and planning that can be done now to maximize gain exclusion; 
• Advising clients about moving out of California before large income events; and
• A few key considerations in structuring acquisitions.

Speaker Bio:
Steve deHaan, Managing Director, Andersen Tax
Steve deHaan specializes in providing integrated tax advice to private clients to formulate and properly implement income, estate, and gift tax strategies. Steve’s clients consist primarily of founders and executives of early stage companies, complex high net worth family groups and closely-held business owners. As part of his practice, Steve frequently collaborates closely with clients’ attorneys and investment advisors to help optimize after-tax economic results.

Steve has instructed national trainings in the areas of individual income taxation, fiduciary taxation, and tax planning and has authored technical materials on a variety of topics.

Prior to joining Andersen Tax, while attending University of California (Hastings), Steve was an Editor of the Hastings Business Law Journal and was active within the tax program.

Meeting Agenda
11:30 am -12:00 pm - Registration & Networking
12:00 pm - 12:15 pm - Chapter Announcements & Lunch
12:15 pm - 1:30 pm - Speaker Presentation and Q & A
1:30 pm - Program Closes

You may register online after July 10, 2015, however, you will be charged the Regular Registration price; online registration closes at midnight, July 12, 2015.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit. 

Lisa Aliferis is the founding editor of KQED's State of Health blog. Since 2011, she's been writing stories and editing them for the site. Before taking up blogging, she toiled for many years producing health stories for television, including Dateline NBC and San Francisco's CBS affiliate, KPIX-TV. She also wrote a practical guide on the affordable care act titled Obamacare Explained – A Guide for Californians, produced by KQED News and The California Report. You can follow her on Twitter: @laliferis