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
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
2128 W 32nd Ave Suite 200 Denver, CO 80211
Los AngelesSign up to receive our quarterly newsletter filled with timely insights & information
© 2025 Keystone Global Partners | Disclosures | Form CRS | Investment Adviser Public Disclosure | Terms of Use
Keystone Global Partners LLC is an SEC Registered Investment Advisor
