Workshop on Startup Tax Strategies, Valuations & Financial Planning for Growth
You are invited to our Founders Floor Workshop Series and Networking Event with Tom Bondi, Partner at Armanino, LLP, who has extensive experience advising technology startups as interim-CFO, mentoring them on operational planning, fundraising, valuations, tax strategies and stock options.
During this workshop, Tom will review many of the major topics startups face related to tax strategies, company valuations, and financial planning for growth.
The event starts with a networking reception where dinner and drinks will be provided.
If you are a startup founder or entrepreneur, then you do not want to miss this workshop!
Agenda
6:00pm – 6:45pm – Dinner and networking, demo/sponsor tables
6:45pm – 7:00pm – Intros, demo/sponsor tables mentions
7:00pm – 8:30pm – Speakers program and Q&A
8:30pm – 9:00pm – Meet the speaker, networking
Event Starts In
Day(s)
:
Hour(s)
:
Minute(s)
:
Second(s)
Date:
Thursday, 2/16/2017
Time:
6:00 p.m. – 9:00 p.m.
Location:
Founders Floor
2 North 1st St., 5th Floor
San Jose, CA 95113
COWORKING ACCELERATOR
Interested in taking your startup to the next level?
Event Topic
Below are just a few of the many questions that will be covered in this workshop:
- When do I need to file corporate taxes for Federal and State (California and Delaware)?
- How do I properly calculate Delaware Franchise tax fees?
- What should I look for in a CPA for my startup? How much should year-end tax filings cost?
- How R&D tax credits can save your startup money.
- How does the tax code define an independent contractor vs. an employee, and what are the tax consequences of each for my company?
- What is an 83b election and what to do if the 30-day window is missed?
- What is a 409A valuation and how does it affect founder and employee stock options?
- When should I outsource payroll and why?
- When should I have business insurance, and why?
- When to establish an operating budget and plan. Know better how much to raise with more accurate expense estimates.
Have your own questions ready, as we will provide time towards the end for Q&A.
Event Speaker
Tom Bondi
Partner
Armanino LLP
Tom is a Partner at Armanino LLP, the largest independent accounting and business consulting firm based in California with revenues of over $125 million. He works with early stage technology companies, providing full service consulting and advisory services. As an advisory board member for client companies, he takes a lead role in the positioning of companies during stages from seed funding through merger and acquisition. He has been an advisory board member of many startup companies and has managed strategic relationships with Silicon Valley accelerators.
Before Armanino, Tom spent the last 15 years as Principle at Berger Lewis Accountancy Corporation, until leading it’s successful merger with Armanio in January 2015.Tom was also co-founder of a software development company and Chief Financial Officer from its start-up to its acquisition. He also worked in product management for Silicon Valley semiconductor manufacturer AMD before entering public accounting. He has served as a board member of many nonprofit organizations and political committees, and has worked extensively in success planning for closely held businesses, stock option planning, interim-CFO services, and estate and trust planning.
Tom is a member of the California Society of CPAs and American Institute of CPAs. He received his Bachelor of Science in Finance from Santa Clara University.