By: Preferred Return, a Clarus R+D Partner
What is a 409A Valuation Report?
When you issue stock options, you might unknowingly be exposing your employees to substantial tax liabilities. To protect them (and your company) against audits, you need a reliable 409A valuation to comply with the law.
Get answers to these important questions and more.
- What is a 409A valuation, and where do 409A rules come from?
- Why am I required to do a 409A valuation? Do I actually need one? Can’t I just use a rule of thumb?
- What happens if I don’t get a a 409A and just wing it?
- When do I need a 409A?
- Why would my 409A valuation be different than my pre-money-valuation or post-money-valuation?
- How long is the 409A good for? Can I just get one report and be done?
- How long does it take and how much does it cost?
- How do you figure out the value of private stock?
- What data do I need to provide to get a 409A?
ABOUT CLARUS R+DWith custom software backed by a team of tax experts, Clarus R+D specializes in tax credits for growth businesses. Our technology-driven solution simplifies the process, maximizes benefit, and ensures compliance. We partner with accounting firms, financial advisors, investors, payroll providers, and more.