Executive Summary This guide breaks down the One Big Beautiful Bill Act (OBBBA), signed in 2025, with key updates for UHNW families and founders: $15M estate exemption, enhanced QSBS, $40k
The landscape of QSBS has undergone a major shift with the introduction of the new QSBS tiered exclusion implemented through the One Big Beautiful Bill Act (OBBBA), signed into law
The passage of the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, has transformed startup equity compensation. Significant updates to QSBS stock now offer new rules for option
For company founders and shareholders with an exit on the horizon, this isn’t a myth. Learning how to minimize capital gains tax on a business sale can make a lot
This article was originally published on Forbes.com on December 4, 2019. Written by Peyton Carr. For founders and early employees of private companies seeking liquidity, a tender offer is an
On June 30, 2025, New Jersey took a major step by aligning with federal Qualified Small Business Stock (QSBS) rules. Starting January 1, 2026, residents selling QSBS in New Jersey
On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, introducing the most substantial QSBS tax changes since 2010. These new QSBS changes present game-changing
Update (July 2025) The Senate’s QSBS tax proposal has officially been signed into law as part of the One Big Beautiful Bill Act, ushering in major changes to Section 1202.
For ultra-high-net-worth individuals and many of our family office clients looking to maximize charitable impact while navigating tax efficiency and maintaining control, donor-advised funds (DAFs) and private foundations offer two
This article provides a more comprehensive and enriched perspective, expanding upon the original piece authored by our co-founder, Peyton Carr. Initially published in Barron’s on December 11, 2023. The
As an entrepreneur, you launched your business to generate value. Not only for your customers but also for yourself. Amid your busy schedule, if personal wealth is a priority, the
Donor-advised funds (DAFs) are one of the the most effective philanthropic tools for entrepreneurs looking to offset taxes, particularly in high-income years due to an exit or liquidity event. These
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