Peyton Carr

Peyton Carr Contributor Share on Twitter Peyton Carr is a financial adviser to founders, entrepreneurs and their families, helping them with planning and investing. He is a managing director of Keystone Global Partners. More posts by this contributor With a Section 1045 rollover, founders can salvage QSBS before 5 years Advanced tax strategies for startup founders Calvin Lo Contributor Share on Twitter Calvin Lo, CFA, CFP, is a managing director at Keystone Global Partners LLC.

Peyton Carr is a financial adviser to founders, entrepreneurs and their families, helping them with planning and investing. He is a managing director of Keystone Global Partners.

The Latest from Peyton Carr

With a Section 1045 rollover, founders can salvage QSBS before 5 years

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.

Advanced tax strategies for startup founders

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.

What you need to know before selling your company’s stock

Deciding whether or not to sell your company stock (or when to sell it) is not a decision to enter into lightly.

Is your net worth too closely tied to your company’s success?

A look at the dangers of concentration, the benefits of diversification and how to take control.

How to approach your IPO stock

Part one of a three-part series that offers a framework for objectively considering post-IPO or concentrated stock holdings.

How to build or invest in a startup without paying capital gains tax

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.

Make a personal plan for your exit or IPO

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