- Need Professional CPA?
Tag: CA Startup Tax
CA Escheat Letters to Founders: What to Do If You Get One
CA Escheat Letters to Founders If you’re a startup founder or CFO in California, you might be surprised one day to receive a formal letter from the California State Controller’s Office. It might reference “unclaimed property” or use the word “escheat.” At first glance, it may look like a phishing attempt. But in most cases, […]
Grantor Trusts & CA Startup Shares: Avoid These Tax Traps
If you’re using a grantor trust to hold startup equity a common strategy among founders for estate and tax planning there’s a good chance you’ve heard about the federal tax benefits. But if you’re in California, you also need to think about the Franchise Tax Board (FTB) because California may not treat that trust the […]