To access the exceptional tax advantages offered through QSBS, both companies issuing stock and individual shareholders must navigate a set of specific conditions. The QSBS rules are precise and failing
This article was originally published on November 8, 2021 on TechCrunch.com. Written by Peyton Carr. The tax code includes provisions designed to encourage innovation and entrepreneurial risk-taking, particularly in the
It’s a pivotal moment every founder both anticipates and dreads. Should you sell your company or hold on to it? This dilemma extends beyond selling a company. It also arises
New York, NY – Keystone Global Partners, a leading wealth management firm specializing in serving pre- and post-exit founders and ultra-high-net-worth families, has been honored as a finalist for the 2025 Private
The IRS has recently announced the tax brackets and inflation adjustments for the 2025 tax year. These changes reflect a more modest increase compared to previous years, with adjustments of
As the year draws to a close, it’s important to explore tax planning strategies to effectively manage your tax liability and bill. We’ve highlighted several planning topics that we discuss
A Qualified Small Business Stock (QSBS) attestation letter is a formal document that certifies a company’s stock as QSBS-eligible under the IRS’s criteria. This letter typically includes critical information such
With Donald Trump assuming the presidency, many have inquired about potential changes to the tax landscape. While specific policies will require congressional approval, here’s an overview of what we may
Not every family with substantial assets requires their own single family office. But for those with complex situations, there are circumstances where it does make sense. Typically, wealthy families that
As we move through the year, it’s important to understand the details of the gift tax and the tax-free gift limit in 2024 for effective wealth sharing with loved ones.
Navigating the tax landscape for startup founders and investors is complex. However, the Section 1202 gain exclusion provides a significant benefit: excluding gains from the sale of Qualified Small Business
For high-net-worth individuals aiming to minimize tax and maximize assets transferred to beneficiaries, one strategy they can consider is the use of a Grantor Retained Annuity Trust (GRAT). This article
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