Tax Series Month (Recap)

February was filled with events to help founders prepare for the upcoming tax season. 

We hosted a virtual lunch and learn panel and were joined by Jennifer Leinbach, Executive Director at the PA DCED in the Office of Technology Investment; Tara Santore, Director at the Innovation Development Zones office for the PA Dept of Community and Economic Development; Kristin Hart, University City KIZ Coordinator; and Anne Fabry, MVM Associates/Bowers R&D. 

During the presentation, the speakers touched on the KIZ program, how to determine if your company is eligible to participate, and a review of the application process. They also discussed how startups can sell their tax credits and other R&D incentives. View the replay. 

John Pennett, Partner-in-Charge of the National Technology and Life Sciences Group at EisnerAmper, offered strategy tips for year-end tax planning. Due to recent changes to the tax law regarding research and development expenditures, John explained how to navigate these new rules and touched on other key ownership topics such as 83b, 409a, and QSBS for startup companies. Watch the webinar replay.