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Direct Tax · 2026-08-22 · 1 min

New-regime tax planning for founders in FY 2026-27

What actually moves the needle when salary, ESOP, and capital gains collide under the new regime.

Founders rarely have a single income stream. Salary, dividends, capital gains, and ESOP events interact differently under the new regime.

Start with a full-year map

List every probable event before December — exits, secondary sales, bonus accruals. Planning after March is mostly cleanup.

What still matters

Even with fewer deductions, timing of capital gains, advance-tax instalments, and TDS credit hygiene remain decisive.

Talk early

A 30-minute planning conversation in Q3 often saves more than a last-week filing scramble. Bring estimated numbers; we will stress-test scenarios.

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