This is the second of a four-part series focusing on estate planning fundamentals for founders. This article will address an important topic for owners of Qualified Small Business Stock (QSBS) as defined in Section 1202 of...more
8/22/2024
/ Beneficiaries ,
Business Development ,
Business Ownership ,
Business Strategies ,
Capital Gains Tax ,
Early Stage Companies ,
Entrepreneurs ,
Estate Planning ,
Internal Revenue Code (IRC) ,
Qualified Small Business Stock ,
Shareholders ,
Small Business ,
Trusts
This is the first of a four-part series focusing on estate planning for founders. In this series we will cover why, as a founder, you need an estate plan. The right planning can save your family significant sums of money in...more
As 2022 comes to a close, it is worth taking note of the current state of the legislative landscape that could affect estate planning opportunities in the coming year. This year, the Inflation Reduction Act was enacted into...more
A new federal law will require certain U.S. entities to report the personal information of their beneficial owners to the Financial Crimes Enforcement Network (FinCEN) of the U.S. Department of the Treasury.
“Reporting...more