Guest Column | March 14, 2018

Tax Planning For SaaS & Software Companies In 2018

Taxes At Work

With most software and SaaS companies thinking about taxes in March and April, Steve Sehy, a fractional SaaS CFO from CaaS for SaaS CFO Services and Tim DuVall, a tax partner at Katz, Sapper & Miller CPA firm, have teamed up to put together a targeted presentation specifically for SaaS and Software companies. The presentation was developed in conjunction with SaaSOptics and SaaS Capital.

This goes beyond an “old law” versus “new law” presentation and gives you a summary of key tax information that any SaaS/software manager should understand to do tax planning for 2018 and beyond.

This one hour pre-recorded webinar covers the Federal tax aspects of:

  • Ongoing investments and expenses (including Interest expense)
  • The R&D Tax Credit
  • Convertible Debt Transactions
  • Stock Issuance Transactions
  • C corporation vs. Pass Through (S Corporation or LLC) Transactions (Including an analysis of which provides the lowest overall tax cost in a startup situation)
  • Modeling Tax Expense in Projections/Budgets
  • Stock Option Transactions
  • Being Acquired

To access the Recording or the slides, please visit: