Team
Jason Sacks
My Journey to Baker Tax
Brian Rogers
Brian Rogers, J.D., PhD
Lisa Okragly
Lisa Okragly – MBA, CPA, and Tax Attorney
Austin Stack
From Sports to Compensation & Benefits
Jessica Winn
Mike Baker
Mark Hrenya
Ayelet Bielitsky-Katzir
Stanley Kolodziejczak
Seth Rabe
Practice Areas
M&A
Tying an Earnout to Services
Disproportionate Allocation of Deal Proceeds
Sale of LLCs taxed as Partnerships
S Corp “F” Reorg QSub Drop
How to Run Back of the Envelope Parachute Payment (280G) Calculations
Liquidating after an Asset Sale
Rolling Equity
Exercising Shortly Before Closing
QSBS
QSBS Trust Stacking
Changes to QSBS under the OBBBA
QSBS Attestation Letters
QSBS – 10x Basis
Am I Dreaming, or is it QSBS?
QSBS Checklist
QSBS Rollovers
QSBS – Limits on Types of Assets Held
LLCs
Partnership Equity
LLC Conversions
Sale of LLCs taxed as Partnerships
LLCs Taxed as S Corps
SAFEs in LLCs
Just How Small Can a Partner Interest Be
Partnership Tax in 10 Easy Bites
S Corps
S Corp Conversions
S Corp “F” Reorg QSub Drop
LLCs Taxed as S Corps
Partners at Kirkland & Ellis use this one trick…
Secondaries
Secondary Purchase plus Exchange
Midstream Liquidity Events
Stock Options
ISOs vs NSOs
Option Grant Checklist
Stock Option Downward Repricings
Stock Option Extensions
Do Not Immediately Early-Exercise an ISO
Discount Stock Options
Exercising Shortly Before Closing
Fixing Discount Stock Options
International Stock Option Grants
Transferring a Stock Option
Modification of Option Vesting
Option Expiration Alternatives
Warrants
83(b)
Online Filing of 83(b) Elections
Fixing a Missed 83(b) Election
Protective Section 83(b) Elections
Section 83(b) Elections and Non-US Persons
409A
Section 409A Made Easy Lesson #1
Section 409A – 10 Magic Words
Stale 409A Valuation
Discount Stock Options
Fixing Discount Stock Options
Valid 409A Needed to Exercise?
Tokens
Compensating Employees with Tokens
Future Token Contracts
Fed Tax
Choice of Entity
Section 351
FF Stock
Section 174 Expensing
Convertible Notes
Services as Payment for Stock
Form 1099-NEC and Legal Services
Forfeiture and Regrant
Tax Planning
2026 Tax Rates
Year-End Tax Moves
Using a Roth IRA to Fund Your Start-up
Taxes in a Family Business
The Risky Silver Bullet: Purchasing Stock with a Promissory Note
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