How Founders Can Protect Wealth Before a Liquidity Event: A Hypothetical $5.8M GRAT Transfer
See how a two-year GRAT illustration reaches a $5.8M remainder, why the timing of growth and annuity payments matters, and how it fits a family's plan.
Insights
Business Owners
Planning and investment considerations for business owners and their families. Explore how business decisions connect with your personal finances, retirement and investments. We agree on the work together and may involve outside specialists where helpful.
Section 1202 QSBS: What to Review Before a Business Sale
Review QSBS eligibility, acquisition dates, holding periods and gain limits before a business sale, then connect the proceeds to your personal investment plan.
Cash Balance Plans: A Retirement Strategy for Medical Practices
How a cash balance plan can expand retirement funding for a medical practice, with a worked tax-deferral example and a clear role for investment management.
Hypothetical Case Study: How a Simple Business Pivot Almost Cost a Tech Founder $2.4M in Taxes
How a proposed equipment-leasing expansion could put a founder's QSBS exclusion at risk, and why business-sale proceeds deserve a personal investment plan.
Talk with a CFA about your situation
A free introductory meeting, no obligation.