Tax & Legal Refresher for Startups (SUP)

Legal & Compliance
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Dive into the world of startup finance with the "SUP Workshop: Tax & Legal Refresher for Startups" video. Hosted by KPMG experts, this session offers invaluable insights into legal and tax considerations crucial for startups, including Qualified Employee Stock Options (QESO), 3:12 rules, and Shareholders Agreements. Get ready to learn from seasoned professionals like Filip Christensson, Elina Sultan, Carl Tannerheim, and Markus Frohm, as they navigate the complexities of startup taxation and legal frameworks.

Published/Updated on Nov 21, 2023

Welcome to an exclusive SUP workshop on Legal and Tax for startups, hosted by experts at KPMG. A refresher session on key insights on legal and tax-related considerations such as QESO (Qualified Employee Stock Options), 3 : 12 rules, and Shareholders Agreements + updates and incoming regulatory changes.

Speaker bios
Filip Christensson is a tax partner at KPMG Sweden with more then 20 years of experience as a tax advisor within Big 4 firms. Filip has a special focus on entrepreneurs, start-ups, R&D companies and incentive plans.

Elina Sultan is a Senior Tax Manager at KPMG Sweden with a broad experience of 14 years working with corporate and individual tax and private property law. Elina works within KPMGโ€™s start-up team with focus on taxation of closely held companies.

Carl Tannerheim is a Senior Legal Manager at KPMG Sweden with a wide experience of assisting clients of various sizes with shareholdersโ€™ agreements and related enquiries. Carl also works within other legal areas, mainly M&A and Data Privacy.

Markus Frohm is a Senior Legal Associate at KPMG Sweden specializing in M&A transactions and corporate law matters.

00:00 Introductions
01:45 Agenda
02:41 Closely-Held Company Rules & Holding Companies
03:11 Short intro closely held company rules (the 3 : 12 rules)
07:24 When is a holding company required or helpful
08:31 Exit strategies