As a founder or experienced investor, chances are you’ve encountered the pitch for direct indexing. The appeal isn’t subtle: “This is the next evolution in portfolio management, personalized, tax smart,
You understand QSBS basics. You know stacking multiplies your exclusion. But what does that actually look like in practice? Let’s break down a QSBS stacking example with actual numbers, showing
Your venture-backed company announces a tender offer. You hold QSBS. The question: Does selling destroy your QSBS qualification and cost you millions in tax savings? For founders with QSBS holdings
If you’re planning a $20+ million exit, your state of residency determines whether you keep your full federal QSBS tax savings or lose millions to state taxes. Section 1202 now
Our research team conducted a comprehensive analysis of Section 1202 QSBS exclusion data from 247 founder exits exceeding $20 million, combined with analysis of the new One Big Beautiful Bill
Last updated: October 2025 | Source: Tax Foundation 2025 State Tax Competitiveness Index Executive Summary For founders planning business exits in 2025, state capital gains tax policy represents one
The Section 1202 tax exclusion for Qualified Small Business Stock (QSBS) has evolved dramatically from its original 1993 introduction to today’s One Big Beautiful Bill Act expansion. If you’re a
Imagine maximizing your profits from your startup’s exit through a few strategic tax break strategies and the Qualified Small Business (QSBS) rules. For founders holding substantial positions of QSBS, this
Keystone Global Partners Named Finalist in ThinkAdvisor 2025 Luminaries Awards for Thought Leadership & Education Keystone Global Partners, a fiduciary wealth management firm serving ultra-high-net-worth (UHNW) pre- and
Public Law 119-21, signed July 4, 2025. The One Big Beautiful Bill Act (OBBBA) rewrites key parts of the U.S. tax code, with outsized implications for ultra-high net worth founders,
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
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