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
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
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