Company founders and venture capitalists (VCs) alike recognize that starting and investing in early-stage companies not only contributes to economic growth and job creation but also allows them to enjoy
Trust and estate planning is a process that ensures your assets are managed and distributed according to your wishes after your passing. It involves the preparation of legal documents such
Many high-net-worth and ultra-high-net-worth investors often neglect tax implications when determining asset allocation within their portfolios. They tend to prioritize achieving the highest pre-tax returns, overlooking the importance of incorporating
When investing a large amount of cash after an exit or liquidity event, the choice between dollar cost averaging vs lump sum investing can be crucial. Each strategy offers distinct
When a founder has an exit, valuation seems to get a lot of attention. However, too much focus on valuation can sometimes lead to a neglect of personal financial planning
Interest in alternative investments has surged among the ultra-high-net-worth over the last ten years, partly due to widespread adoption and decreased barriers to entry. While these investments offer a fantastic
In the intricate dance of startup exit strategy, the spotlight often shines on Qualified Small Business Stock (QSBS) and the potent tax advantages under Section 1202. While much has been
As a startup founder, the potential to amass significant personal wealth can become a very tangible reality. And it can happen quickly. However, it’s important to remember that with increased
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
Unraveling the California QSBS Maze for California-based Founders – Areas to Optimize Navigating the intricacies of capital gains and Section 1202 QSBS is a process that can determine whether a
Entrepreneurs, founders, and tech executives in the know understand the potential to avoid taxes on gains from selling Qualified Small Business Stock in their companies, provided they meet the criteria.
In this video one of co-founders, Peyton Carr, describes the realities that founders often face after exiting their companies. The video above is based on an article that Peyton
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