Various State and Local Income Tax Issues


Sep 30, 2024
  In this episode of How Tax Works, host Matt Foreman discusses a variety of state and local income tax issues that commonly come up during sales/purchases, raising capital, and the general operation of a business that...

Convertible Debt and SAFEs


Sep 16, 2024
  In this episode of How Tax Works, host Matt Foreman discusses the tax consequences of Convertible Debt and Simple Agreements for Future Equity (SAFE).  From explaining what it means to use Convertible Debt and SAFEs,...

Equity-based Compensation and 83(b) Elections


Aug 19, 2024
  In this episode of How Tax Works, host Matt Foreman discusses the tax consequences of equity compensation, including stock options (ISOs and NSOs), Stock Appreciation Rights and Phantom Stock, Restricted Stock Units,...

Residency


Jul 08, 2024
  In this episode of How Tax Works, host Matt Foreman discusses state residency rules to determine where an individual is a resident for income tax purposes.  Focusing on New York’s rules, Matt will discuss rules for...

Sales and Use Tax


Jun 24, 2024
  In the second episode of How Tax Works, host Matt Foreman discusses Sales and Use Taxes.  Matt will define sales taxes and use taxes; describe the common and disparate features between states; what to do if you need...

Entity Selection


Jun 10, 2024
Welcome to the first episode of How Tax Works. Host Matt Foreman discusses what is likely the most important decision that a business owner can make: Entity Selection.  Matt will discuss many of the tax and non-tax factors,...