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For most of human history, technological progress has been slow and predictable. Generations lived and died using the same tools. The leap from stone tools to controlled fire took millions of years. Even after that, breakthroughs like agriculture, writing, and the wheel were separated by thousands of years. Then came the industrial and digital revolutions. The pace accelerated dramatically: the Wright brothers’ first powered flight in 1903 was followed by the moon landing just 66 years later. C

Wealthspire Advisors’ “Find Your People” program empowers both new and seasoned advisors with tailored mentorship, personal branding, and a culture of authentic growth.

Building wealth for retirement isn't about luck or landing the highest-paying job; it's about small, consistent choices that compound over time.

If your company offers an Employee Stock Purchase Plan (ESPP), you might be leaving free money on the table or taking on more risk than you realize. ESPPs can be one of the most powerful return enhancers available to employees, but only when used intentionally and as part of a broader plan. This blog will break down how ESPPs work, how to make the most of them, and how to avoid the tax traps that trip up many professionals. How Do ESPPs Work? ESPPs allow you to buy your company’s stock through

In this episode, Mike Delgass is joined by Heather Flanagan and Rich Yam to discuss how families can approach post-secondary planning with confidence.

Legislative changes to the US Qualified Small Business Stock rules haven't necessarily gotten much attention outside of specialists, but they are important. The authors consider the issues.

The months leading up to an IPO can feel like a countdown to payday. You’ve been working at a private company for years, collecting RSUs or options, and now there’s a real timeline for liquidity. But IPOs aren’t just about dollar signs; they come with lockups, taxes, restrictions, and timing challenges that can dramatically affect your outcome. Whether you’re a startup veteran or a first-time equity holder, here’s how to approach the IPO window with clarity and confidence. Step 1: Know What You

IRC Section 1202 provides one of the most powerful tax benefits in the U.S. Internal Revenue Code (IRC) to entrepreneurs and investors. Section 1202 provides an exclusion from taxation to a qualified investor of up to $10-15 million of capital gain or 10 times the stockholder’s adjusted cost basis, whichever is greater, upon the sale of Qualified Small Business Stock (QSBS). Why is the range of potentially excluded capital gain between $10-15 million? A look back at past and more recent legisla

Section 1202 – An Overview In a previous post, we discussed the historical context, investor/corporate qualification requirements, and common investor issues faced by holders of Section 1202 stock, more popularly referred to as Qualified Small Business Stock (QSBS). IRC Section 1202 allows qualified investors to exclude from federal income tax the greater of: $10-15 million of realized capital gain, or 10 times the stockholder’s adjusted cost basis, upon the sale of QSBS in a calendar year, dep