Legal, Tax & Accounting

Deal Terms & Docs

• Overview of Early Stage Deal Structures

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• Let’s Make a Deal: Negotiating Terms

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• The Closing Package from Hell

  Read Article for How to Avoid the Closing Package from Hell

  

• Equity Deal Terms - Exits & Liquidity

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• Equity Deal Terms - Governance, Management and Control

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• Equity Deal Terms - Investor Rights/Protection

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• Equity Deal Terms - Economics

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• Mapping Key Deal Terms to Key Investor Concerns

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• Introduction to Understanding Equity Deal Terms

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• A Guide to Angel Investing Documents: Convertible Debt Deals

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• A Guide To Angel Investing Documents: Preferred Stock Deals

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IP

• Startup Technology & IP

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• Key Patent Issues For Angel Investors

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Board

• A Glossary of Directors and Officers Insurance

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• Model IRS 83(b) Election Form

  Read Article for Seraf Toolbox: Dealing with Restricted Stock - Model IRS 83(b) Election Form

  

• Board Structure and Mechanics

  Read Article for Under the Covers: Board Structure and Mechanics

  

• Sample Board Meeting Dashboards

  Read Article for Seraf Toolbox: Sample Board Meeting Dashboards for Early Stage Companies

  

• Guarding the Till: Basic Financial Controls

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• Ignorance is Not a Defense: Legal Duties for Directors

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• Ultimate Guide to Audits

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Company

• Form D: Often Forgotten, Never Optional

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• Legal Issues For Startups

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• Employee vs. Contractor

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• Does My Start-up Really Need a Valuation?

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• Back To Basics: Angel Investing Primer on Choice Of Entity

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Taxes

• Stock Options and Restricted Stock for Angels

  Read Article for Pure Upside: Understanding Stock Options and Restricted Stock for Angels

  

• Model IRS 83(b) Election Form

  Read Article for Seraf Toolbox: Dealing with Restricted Stock - Model IRS 83(b) Election Form

  

• Key Angel Investing Tax Issues [Infographic]

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• Key US Federal Tax Issues for Angel Investors

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• Angel Investing Primer on 1202 Stock

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• Angel Investing Education on Tax Benefits

  Read Article for The Tax Man Cometh: What Every Angel Investor Should Know About Tax Benefits

  

Insurance

• A Glossary of Directors and Officers Insurance

  Read Article for Smart Money: A Glossary of Directors and Officers Insurance

  

• CYA: Liability Insurance for Directors

  Read Article for CYA: Liability Insurance for Directors

  

Trust & Estate Planning

• Updating Your Estate Plans

  Read Article for How Often Should Angel Investors Update Their Estate Plans?

  

• Charitable Planning with Angel Investments

  Read Article for Can't Take It With You: Charitable Planning with Angel Investments

  

• Angel Investors, Death & Taxes

  Read Article for Preparing for the Inevitable: Angel Investors, Death & Taxes