As tempting as it may be, you can’t keep a foothold in Silicon Valley while dipping your toe in the Gulf Coast — and still save on taxes.
Personal tax planning can ultimately impact a founder's take-home proceeds as much as exit-level valuation changes can.
Section 1045 allows a founder or stockholder whose company has been sold before the five-year holding period to defer the capital gain by rolling the sale proceeds into a replacement QSBS.
Here are some advanced equity planning strategies that you can implement at different stages of your company life cycle to reduce tax and optimize wealth for you and your family.
Deciding whether or not to sell your company stock (or when to sell it) is not a decision to enter into lightly.
A look at the dangers of concentration, the benefits of diversification and how to take control.
Part one of a three-part series that offers a framework for objectively considering post-IPO or concentrated stock holdings.
You may be able to exclude up to 100% of your federal capital gains taxes from selling the stake in a venture-backed tech startup.
I see plenty of founders having liquidity events only to find themselves making hurried decisions with their newfound wealth, ultimately feeling frustrated when they realize they’ve paid a painful p