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Founder Tax Planning Series Part 2: QSBS and 83(b) Elections With Mark Cecchini, CFP

The Long Game

CHAPTER

How to Avoid California Estate Taxes

You have to weigh that with your own estate planning sort of you know goals and objectives where you pay the six figure bill to the estate playing attorney. Not every state um conforms to the federal qsbs exemption yeah is let's talk about that a little bitYeah so with working with tech ecosystem a lot of our clients are california based, which can be eligible for partial exclusion but we won't get into that basically. You want to be really careful of just saying oh i've sold my shares i'm going to pay no tax  you might still be subject to california tax.

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