Posts Tagged: Qualified Small Business Stock

Understand Qualified Small Business Stock

QSBS can be a powerful way for small-business shareholders to save on capital gain taxes. But you need to know the rules and risks. Discover wealth planning strategies for your QSBS. more >

Avoid Liquidity Event Tax Traps

Frequently, new clients come to us asking for help managing their money after they’ve received a huge payout from a liquidity event at work. If they had come to us before the event, we could have helped them keep more of their hard earnings. more >