Founders Money: Secondary Sale or Recap

Introduction Raising capital as a startup matures can help unlock liquid wealth for founders…


QSBS and the Benefits of IRC Section 1045 and 1244

Last time, we wrote about the more popular provisions of Section 1202 and the Qualified Small…


Section 1202: Qualified Small Business Stock (QSBS) and Capital Gains Exclusion

Less taxes for owners - Small Business Stock Capital Gains Exclusion. What if the Federal…


Grantor Retained Annuity Trusts - GRATS - An Estate Tax Minimization Strategy Perfect for Startup Founders

Summary: What if you could save $2 million dollars in future taxes without losing control of the…


Angel Investing - Tax Deferral on Gains

Tax minimization is something we all seek. In the good years the tax bill seems entirely too much…


Angel Investments: Capital Losses

Not all startups end with a successful exit. As a matter of fact, we know the vast majority of…