When Should a Founder Hire a Wealth Advisor? A Guide for Entrepreneurs
Deciding when to hire a wealth advisor as a founder is one of the planning moments that matter most before liquidity, including QSBS, equity gifting, and tax strategy.
QSBS for Founders: How to Exclude Up to $15M in Capital Gains From a Business Sale
Founders can exclude up to $10M (or $15M under 2025 rules) in capital gains through QSBS. Learn Section 1202 eligibility, timing traps, and how to plan before an exit.
What Happens After You Sell Your Business
Selling your business raises new questions around income, taxes, and investment structure. Here’s what founders should have figured out before the wire hits.
Estate Tax Planning for Business Owners in No-Income-Tax States: 3 Trust Strategies to Preserve Generational Wealth
Estate tax planning for business owners: federal exposure reaches 40% regardless of your state. Three trust strategies to act before your liquidity event.
Tax Implications of Selling a Business in Pennsylvania: What High Net Worth Owners Need to Know
Understand the tax implications of selling a business in Pennsylvania, including asset vs stock sales, state tax, earnouts, and planning steps.
Fine-Tuning Family Office Structures for Tax Efficiency in Pittsburgh
Learn how affluent Pittsburgh families can fine-tune family office structures, trusts, and entities to improve tax efficiency and control.