Tax Strategies for Growth Conference
Explore tax strategies and considerations for growth presented by Kevin Dusi, Partner at Moss Adams. Topics include choice of entity, domestic tax credits, equity-based compensation, and international considerations. Gain valuable insights for optimizing tax structures in the tech industry. Disclaimer: Information provided is for informational purposes only and not intended as professional advice.
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Presentation Transcript
Tax Strategies and Considerations for Growth Kevin Dusi, Partner Moss Adams
Items to consider Choice of entity Domestic tax credits Equity-based compensation items International items Tech San Diego Growth Conference 2
Choice of entity Historically, pass-through structures have provided for the most efficient tax structures. Corporate 21% tax rate along with other provisions makes C corporations more attractive from a tax standpoint (but still not quite as efficient) Tech San Diego Growth Conference 3
Domestic Tax Credits R&D tax credits elimination of corporate AMT has made these even more valuable as companies turn to profitability. Also available to offset payroll taxes in certain circumstances. California Competes tax credits incentive to keep companies in California. Very attractive for tech companies; Next application window in January 2020. Tech San Diego Growth Conference 4
Equity-based Compensation Remains a good way to provide incentives to employees/contractors without a significant immediate cash outlay. Options ISO/NSO RSUs/RSAs Tech San Diego Growth Conference 5
International Considerations Historically, the offshoring of IP was a very attractive tax-planning strategy. With changes from Tax Reform and the introduction of the GILTI and FDII provisions, keeping IP in the US may be a better option (these provisions also add to the attractiveness of c corporation structures). Tech San Diego Growth Conference 6
The material appearing in this presentation is for informational purposes only and should not be construed as advice of any kind, including, without limitation, legal, accounting, or investment advice. This information is not intended to create, and receipt does not constitute, a legal relationship, including, but not limited to, an accountant-client relationship. Although this information may have been prepared by professionals, it should not be used as a substitute for professional services. If legal, accounting, investment, or other professional advice is required, the services of a professional should be sought. Assurance, tax, and consulting offered through Moss Adams LLP. Investment advisory offered through Moss Adams Wealth Advisors LLC. Investment banking offered through Moss Adams Capital LLC. Tech San Diego Growth Conference 7
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