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 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
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
Exit planning can be complex for startup founders and business owners, particularly regarding effective tax planning. One powerful strategy to optimize your exit outcome and reduce tax liabilities while supporting
Wondering if you’re best prepared for the upcoming giving season? Before you know it, the holidays will be here and in order to minimize stress and maximize your gifting abilities,
This article was originally published on Techcrunch.com on November 19, 2019. Written by Peyton Carr. Whether you’re a founder, an early employee or an executive, the possibility of an exit
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