Understanding your startup tax strategy from the very beginning is crucial for success! Book your 1:1 appointment today with startup tax planning expert, Matan Shmuel, to learn how you can put your best foot forward. Email firstname.lastname@example.org to book your slot today!
Matan Shmuel is the founder and Managing Partner of Shmuel Law Group, a boutique tax and corporate law firm specializing in servicing startups from formation through sale, and all of the growth spurts in between.
Matan blends his years of experience at both a Big 4 Accounting firm and a National Law Firm with his client focused, on-the-ground strategic advisory approach at Shmuel Law Group. Matan has represented strategic acquirers, private equity firms, and family offices in the placement of debt and equity into Philadelphia-area startups for most of his career. Through this lens, Matan advises startups on Day One strategy to set his clients up for the most effective exit.
Matan holds a J.D. from Rutgers School of Law and an L.L.M. in Taxation from Georgetown University Law Center. Matan has taught courses at Rutgers School of Law, Drexel University Thomas R. Kline School of Law, and Georgetown University Law Center. Matan also serves on advisory boards and steering committees of several area nonprofit organizations.
Matan specializes in the following fields:
· Formation Advice (Entity Selection)
· Restricted Equity Agreements
· Private Capital Investment (Angel, Seed, and Venture Debt/Equity/Combination)
· Federal and State Tax Planning and Analysis
· Founder’s Tax Planning and Advice
· Inbound (Foreign) Investment into US Entities
If any of the following questions resonate with you, book your slot today by emailing email@example.com with your preferred slot!
1. Do I need a Delaware C-Corp to be attractive to Private Equity investors?
2. How do I give stock or ownership interests to key employees without losing control of my company?
3. I am planning to crowdsource investors or find investors outside my family and friends group. Is there a better/best way to do this?
4. A foreign person/company is interested in being my angel investor. What do I need to be concerned about for tax and compliance purposes?
5. I’m going to be pre-revenue, and generate year-over-year losses, including through my planned exit. Is there a better way to set up my company to take advantage of those losses?