Options

1. Use a formula for grants# Shares = Salary * Multiplier / Preferred Share Price

2. Don’t overpay for your 409A

Commercial Leases

• Loss factor (usable sq ft)• Real Estate tax escalation• Commercial Rent Tax• Free Rent / Capital Expenses• Commercial Brokers

Taxes & Credits

• Refundable Credits• Federal R&D Credit (not refundable)• NYC EDC Incentives / startup-ny.com• Exempt from NY sales tax for computer equip

(ST-121.3)• Sales Tax & SAAS• Nexus (Washington State)

Payroll & PEOs

• NY Small Group Health Insurance• Worker’s Comp• Disability (NYSIF)• STD / LTD• 401k (ERISA Fidelity Bond)

Benefits

• Direct Reimbursement Plan (dental)• TransitChek• Vacation (unlimited vs. not unlimited)

Etc

• Trademark (DIY)• DMCA (agent registration)