The Right Strategy For Every Stage
Building and scaling a startup is a fast-moving journey, this guide helps you stay financially sharp with clear insights on investing, estate planning, taxes, and more.
Qualified small business stock: What founders need to know
Qualified small business stock (QSBS) is a powerful tax incentive for founders and early investors. Learn about the benefits and how to qualify.
83(b) election and early exercise: A guide for early employees
Early employees and founders can use the 83(b) election to early exercise their stock options in order to reduce taxes and optimize equity compensation.
Gifting equity: Strategically and effectively transferring shares
Founders and early employees can utilize various strategies to gift their company equity to family, allowing them to share their wealth and reduce their estate taxes.
Grantor Retained Annuity Trusts (GRATs): Wealth protection and tax efficiency for founders
Startup founders can use GRATs (Grantor Retained Annuity Trusts) to transfer high-growth assets with minimal gift taxes.
ISOs vs. NSOs: What founders and early employees need to know about stock options and taxes
Learn the differences between ISO and NSOs so you can manage and exercise your equity.