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

The Long Game

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The Most Impactful Tax Planning Moves That Founders Have

The CFP program gave me a ton of leg up just in terms of like knowing what I wanted to do. It was also so much academic learning that you really have to kind of not throw out but really put aside and just switch to real world training. QSBS can exclude up to 10 million dollars of capital gain on the federal side or 10 times their original basis in their company, which is an incredibly powerful tax savings opportunity if you can qualify.

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