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

Jun 9, 2023

33:09

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Episode notes

Introduction

2min

The Most Impactful Tax Planning Moves That Founders Have

3min

How to Qualify for QSBS

3min

How to Early Exercise Your Options and Qualify for QSBS

3min

The Differences Between LLCs and C-Corps

2min

How to Convert to a C-Corp

2min

The Five-Year Holding Period for Bull QSBS Exclusion

2min

The Five-Year Rule for Startups

2min

How to Qualify for a C-Corp

3min

10.

The Importance of Excluding Capital Gains on a Sale

3min

11.

How to Avoid California Estate Taxes

2min

12.

How to Claim Equity Compensation Taxes

2min

13.

How to File an 83 B Election

4min

14.

How to Avoid a M T

3min

In this episode with Mark Cecchini, CFP, we talk:

- what QSBS is

- the benefits of it

- how to qualify

- 83(b) elections

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