The Long Game Founder Tax Planning Series Part 2: QSBS and 83(b) Elections With Mark Cecchini, CFP
Jun 9, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
The Most Impactful Tax Planning Moves That Founders Have
02:02 • 3min
How to Qualify for QSBS
04:33 • 3min
How to Early Exercise Your Options and Qualify for QSBS
07:34 • 3min
The Differences Between LLCs and C-Corps
10:23 • 2min
How to Convert to a C-Corp
11:54 • 2min
The Five-Year Holding Period for Bull QSBS Exclusion
13:30 • 2min
The Five-Year Rule for Startups
15:09 • 2min
How to Qualify for a C-Corp
16:51 • 3min
The Importance of Excluding Capital Gains on a Sale
19:29 • 3min
How to Avoid California Estate Taxes
22:22 • 2min
How to Claim Equity Compensation Taxes
24:00 • 2min
How to File an 83 B Election
26:14 • 4min
How to Avoid a M T
30:15 • 3min