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.

As the new year quickly approaches, make sure you’re prepared with your year-end 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.