Keystone Global Partners

All founders should know that if you own shares in your venture-backed company for over five years, you don’t pay capital gains tax on the first $10m when you have an exit. There are exceptions, details, and advanced planning strategies around QSBS, but high level, that’s it.

Budgeting and financial goal setting are key steps in financial planning for newlyweds. Planning income and expenses, as well as having a retirement plan creates the foundation for a secure financial future. https://keystonegp.com//happily-ever-after-financial-plann

Whether you’re a founder, entrepreneur, tech executive, or VC, you might know that there are ways to avoid paying some or all capital gains tax from the sale of your company stock. To maximize this tax exclusion, you should put careful consideration into the following: Formation ... Operation Sale Qualified Small Business Stock (QSBS) is a significant opportunity to save in taxes, ultimately putting more money in your pocket. Surprisingly enough, most people don’t know how they can leverage this. To learn more about how you can leverage QSBS in your business and personal finances, head over to our article in TechCrunch and see how much money you could be saving. https://techcrunch.com//how-to-build-or-invest-in-a-star/

What is QSBS, and why is it important? These tax savings can be significant, and it’s one of a handful of high-priority items we'll first discuss when working with a founder or entrepreneur client. https://keystonegp.com//founders-and-entrepreneurs-guide-t

There are many factors for founders to consider early on in order to minimize personal taxes and maximize your net take home after an exit. For a detailed strategy that will help reduce overwhelm and maximize your wealth, check out our article recently published in TechCrunch and shoot us a message if you’re ready to review some of the key considerations. https://techcrunch.com//make-a-personal-plan-for-your-ex/

If you’re thinking about purchasing real estate, there are a few things to keep in mind. It is important to understand the real estate market and to have a financial plan. Read about why here: https://www.forbes.com//the-tech-founders-guide-to-real-/