Transfer Planning for PE Partners Using a “Carried Interest” Option
As a partner in a private equity (PE) firm, you have a financial interest in the fund that comes in ...
Tax Planning Opportunities with QSBS – “Packing” & “Stacking”
Section 1202 – An Overview Previously, we’ve discussed the historical context, shareholder/corporate qualification requirements, and common shareholder issues faced by ...
What Are Incentive Stock Options (ISOs)?
All of today’s largest, blue-chip companies began as the small start-ups of yesterday. Some created entirely new industries, like Google ...
Why the Self-Employed Should Consider a Solo 401k
Self-employed individuals have multiple options to save for retirement and invest in a tax-efficient manner. One of those options, the ...
Laddering Life Insurance to Reduce Costs
A Brief History of Life Insurance Life insurance is a powerful tool in wealth management with a long history dating ...
The Powerful Tax Savings of “Qualified Small Business Stock”
IRC Section 1202 provides one of the most powerful tax benefits in the U.S. Internal Revenue Code (IRC) to entrepreneurs ...
Estate Planning Opportunities for Private Equity Partners
As a founder of a private equity (PE) fund, you are likely more interested in sourcing new deals and successfully ...
The Importance of Working With a Fiduciary Advisor
Deciding to work with a financial advisor can be a stressful decision. It requires sharing intimate financial details with a ...
Adding to Stocks During Covid-19
The spread of Covid-19 has been referred to as a “black swan” event by some, meaning an occurrence with potentially ...
An Important Lesson from WeWork
The appeal of the company mission As a millennial, I grew up during the tech era and social media “boom.” ...
How to Plan for Long-Term Care Costs
Many of us think it won’t happen to us, but the statistics say otherwise. 52% of Americans turning 65 will ...
