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Startup Financing: The Tax Aspects of SAFEs and Convertible Notes
Contains material from Feb 2026
Startup Financing: The Tax Aspects of SAFEs and Convertible Notes
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Startup companies often need to raise capital between priced financing rounds. Doing so by entering into convertible notes or a Simple Agreement for Future Equity ("SAFE") is popular, but comes with substantial uncertainty regarding tax treatment and outcomes. This presentation covers common structures for SAFEs and convertible notes, key tax considerations, strategies to mitigate adverse outcomes, and other related matters.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.00
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
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Sessions
Credit
1.
Startup Financing: The Tax Aspects of SAFEs and Convertible Notes (Feb 2026)
Lesley P. Adamo, Daniel Mayo
1.00
0.00
0.00
1.00
Downloadable Materials
Transcript
(txt)
Slides
(pdf)
– 34 pgs
Session 1 —62 mins 1.00
Startup Financing: The Tax Aspects of SAFEs and Convertible Notes (Feb 2026)
Startup companies often need to raise capital between priced financing rounds. Doing so by entering into convertible notes or a Simple Agreement for Future Equity ("SAFE") is popular, but comes with substantial uncertainty regarding tax treatment and outcomes. This presentation covers common structures for SAFEs and convertible notes, key tax considerations, strategies to mitigate adverse outcomes, and other related matters.
Originally presented: Dec 2025 Taxation Conference
Lesley P. Adamo,
Lowenstein Sandler LLP - New York, NY
Daniel Mayo,
Withum - Red Bank, NJ