If building personal wealth matters to you, the assets you're creating deserve your attention. Careful proactive planning can minimize your exposure to capital gains and estate tax, and increase your protection from creditors and lawsuits.

There are many factors to consider before deciding whether or not to sell your company stock. Look at the bigger picture, consider your long-term goals, and take a rational, evidence-based approach before moving forward.

IRS inflation adjustments are meant to ease federal taxes for taxpayers. It pays to know the most recent changes, which you can use to prepare for the 2020 tax year.

The CARES Act will grant small businesses access to $350 billion in forgivable loans. Learn if your business is eligible and how you can receive financial assistance during this time.

Founders, entrepreneurs, and tech executives in the know realize they may be able to avoid paying tax on all or part of the gain from the sale of stock in their companies — assuming they qualify.

Make sure you’re prepared with your giving strategy checklist.

Whether you’re a founder, an early employee or an executive, the possibility of an exit offers extraordinary financial possibilities. I recommend breaking your planning into two separate phases to reduce overwhelm and maximize your wealth.

If you’re a part of the majority of Americans who have put off facing the future of their finances after death, it might be time to start weighing your options.

Why Founders And Investors Shouldn't Overlook The QSBS Tax Benefit. Many often overlook a tax benefit that can help founders, investors and early employees retain millions of dollars of wealth.