With a scarcity of capital, and people continuing to be cautious with their investments, ensuring tax is not a barrier to investment is a must.

This webinar will consider the pros and cons of various forms of funding for early stage entities, including:

• Ordinary and preferential equity
• ESOPS and other forms of sweat equity
• Convertible notes, including SAFEs
• Partnerships and limited partnerships

It will be a practical course considering the commercial and tax issues arising from the above, especially in an environment where investment money is challenging to secure.

Learning Outcomes

Attendees will obtain a general awareness of the optins available to early stage entities around funding, including the respective pros and cons, and what issues clients should be asking about as founders or investors.

Suited to:

Anyone advising on, or with an interest in early stage entities, including accountants, lawyers, founders and potential investors.

Duration: 1.00 CPD hours (55 mins plus 5 mins Q&A)

PRESENTER

Richard Muth, Senior Manager – Tax Advisory, Findex/Crowe

Richard Muth is an experienced taxation practitioner at Findex / Crowe having more than 15 years of experience with clients ranging from large multinational groups, Australasian groups, New Zealand based SMEs along with high net worth individuals.

Richard has a strong interest in the taxation of investments and the application of New Zealand’s taxing regimes to both domestic and foreign investments.