VPTax along with a colleague from CAPTRUST will present on various strategies to address typical tax concerns for founders.  Most really good tax planning requires setting up the proper ownership structure and then letting it age as the company grows.  We will focus first on exit planning from a business, then on best practices in estate and wealth planning . 

The presentation will address tax issues dealing with multiple business entity types including C Corps, S Corps, and Partnerships.  We will discuss how to best maximize the benefits from “Qualified Small Business Stock” (“QSBS”) and how to preserve that benefit.  Additionally, we will discuss how to use a partnership to enhance the tax basis in your business ownership.  This strategy can work together with QSBS.  Additionally, we will discuss the use of trusts, what they can and can’t accomplish in tax planning and particularly in estate planning.  The goal is to help founders hold and age their wealth in the proper ownership structures.