This article originally appeared on the First Republic website. Receiving a 409A valuation is an essential step toward scaling your startup and reaching your business goals, as it allows you to issue ...

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Last year was a great one for startups. It was a record year for companies going public, valuations for pre-IPO companies were skyrocketing, and fundraising also shattered records. But 2022 is going ...

Learn key differences between IRC Section 409A and gift tax valuations for private company stock in estate planning situations ...

Some clients and their advisors may think it’s okay to use a 409A Valuation Report for a gift or estate filing. While they may get away with it if there’s no audit, it’s not advisable. Section 409A ...